Kerry R. Morris

APO FINANCIAL SERVICES

FRANKLIN, TN 37067

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CRD#: 5591864

Professional summary

Kerry Ray Morris, CFP® is a registered financial advisor currently at APO FINANCIAL SERVICES, LLC located in Franklin, Tennessee and OPTIVISE ADVISORY SERVICES LLC located in Gulf Breeze, Florida.

Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kerry has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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 Name of the other business: HonorShield, LLC Investment Related?: No Address of other business: 1826 State Rd. 175, Richfield, WI 53076 Nature of other business: Training Insurance Agents on our Longevity Care Planning methodology and contracting them with various insurance carriers to write insurance business Your position: Co-Owner Start Date: 8/23/2019 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: Mentoring, training, and presenting to insurance agents. Name of Business:Assurance Financial Partners, LLC Address of Business: 348 Cool Springs Blvd Suite B Franklin, TN 37067 Investment Related: Yes Start Date: 02/2008 Your Position: President/Insurance Producer Nature of Business: Insurance products, precious metals. Approx number of hours devoted to business: 110 Approx number of hours devoted during exchange hours: 110 Name of Business: National Gold Consultants Address of Business: 2 Division Street E, Suite 201 Buffalo MN 55313 Your Position: Trainer Start Date: 01/2021 Nature of Business: Precious metals Approx number of hours devoted to business: 10 Approx number of hours devoted during exchange hours: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Ray Morris's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 30, 2026 - Present

APO FINANCIAL SERVICES, LLC

Office #1: 401 Mallory Lane Suite 100, Franklin, TN 37067

RIA

CRD#: 297647

FRANKLIN, TN

Current

- Present

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Gulf Breeze, FL

Past

March 17, 2020 - December 31, 2025

APO FINANCIAL SERVICES, LLC

RIA

CRD#: 297647

FRANKLIN, TN

Past

June 13, 2014 - December 31, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

FRANKLIN, TN

Past

September 16, 2008 - June 9, 2014

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

FRANKLIN, 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
(1/30/2026)

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: 8/19/2008

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 (19 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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Kerry R. Morris

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Ray Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

APO FINANCIAL SERVICES, LLC

OPTIVISE ADVISORY SERVICES LLC

APO FINANCIAL SERVICES, LLC

HORTER INVESTMENT MANAGEMENT, LLC

REDHAWK WEALTH ADVISORS, INC.

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2008

Current Firm

OPTIVISE ADVISORY SERVICES LLC

Contact information

SEC notice filing (19 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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