Cory S. Colquette

OPTIVISE ADVISORY SERVICES LLC

Chattanooga, TN

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CRD#: 5493744

Professional summary

Cory Shane Colquette, who also goes by Cory S Colquette, is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in Chattanooga, Tennessee.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cory has worked at 7 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cory S Colquette

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Colquette Group, sole proprietor Life insurance, consulting Non-investment related 6918 Shallowford Road Suite 205 Chattanooga, TN 37421 Approx. 10 hours per month Offer life insurance products to clients when appropriate Cory Colquette, CPA Certified Public Accountant 6918 Shallowford Road Suite 205 Chattanooga, TN 37421 Approx. 10 hour per month provides tax preparation and accounting services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Shane Colquette's CRS (Customer Relationship Summary).

June 6, 2008 - February 25, 2009

GUARDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 118668

CHATTANOOGA, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/2008

Uniform Investment Adviser Law Examination

Current Firm

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

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Contact information

Main Address

109 Holiday Ct Suite A6, Franklin, TN 37067

Mailing Address

Phone number

(855) 378-1806

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	1,761
AUM (Assets Under Management)	$ 267,384,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cory S. Colquette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Shane Colquette's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIVISE ADVISORY SERVICES LLC

OPTIVISE ADVISORY SERVICES LLC

SOUTHBRIDGE ADVISORS, LLC

COLQUETTE GROUP, INC.

SOUTHBRIDGE

INTEGRA WEALTH

VERITAS FINANCIAL, LLC

GUARDIAN WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2008

Current Firm

OPTIVISE ADVISORY SERVICES LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPTIVISE ADVISORY SERVICES LLC

TRUST BUT VERIFY

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