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KL
KL
Kyle R Lewie
Optivise Advisory Services LLC
31 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Tax Planning
Estate Planning
Education Planning
Insurance Planning
Optivise Advisory Services LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M
Fee Structure
Investment Management
Planning
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Location
Waco, TX
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History
Regulatory History (1)
What are disclosures?
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Employment Separation After Allegations
July 2015
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
June 2019 - December 2020 · 1 yr 6 mos
Blue Duck Wealth Management
May 2017 - June 2019 · 2 yrs 1 mo
Cambridge Investment Research Advisors, INC.
September 2015 - October 2016 · 1 yr 1 mo
Cambridge Investment Research, INC.
Broker
August 2015 - October 2016 · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
August 2015 - August 2015 · 0 mos
LPL Financial LLC
Broker
October 2012 - July 2015 · 2 yrs 9 mos
LPL Financial LLC
October 2012 - July 2015 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - October 2012 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
September 2008 - October 2012 · 4 yrs 1 mo
Morgan Stanley & CO. Incorporated
Broker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.
Broker
August 2006 - April 2007 · 8 mos
UBS Financial Services INC.
Broker
May 1997 - September 2006 · 9 yrs 4 mos
UBS Financial Services INC.
May 1997 - September 2006 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
December 1993 - May 1997 · 3 yrs 5 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.
Kyle R Lewie - Financial Advisor | TrueAdvisor