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James Skillings

Advisor at Optivise Advisory Services LLC

Updated today

Location

Fayetteville, AR 72703

Credentials

Series 63, Series 66

Industry experience

19 years

About

James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.

Client services

Based on Optivise Advisory Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management

Occupation focus

Based on Optivise Advisory Services LLC

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis

Percentage

$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)

Commissions

Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties

Project-based

Up to $200 per hour for specific financial planning services

Subscriptions

Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services

Other

Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice

Location

Mc Kee Center 2894 N Mc Kee Cir, Suite 115

Fayetteville, AR 72703

Most active in

Arkansas · Missouri · Oklahoma · Texas

Work history

Ramsey Solutions

2019 - Present (7 years)

401k Wealth Management

2019 - Present (7 years)

Optivise Advisory Services

2019 - Present (7 years)

401k Educate

2019 - Present (7 years)

Southeast Investments, N.C. Inc.

2018 - Present (8 years)

Redhawk Wealth Advisors, Inc.

2018 - 2019 (1 year)

Ramsey Solutions

2017 - 2019 (2 years)

Integrity Financial Services, LLC

2017 - 2019 (2 years)

Madison Avenue Securities, LLC

2017 - 2018 (1 year)

Pfs Investments Inc

2013 - 2017 (4 years)

Eazycorals.com

2013 - Present (13 years)

Cambridge SoundWorks

2013 - 2017 (4 years)

Primerica Financial services

2002 - 2017 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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General retirement planning Income planning Medicare planning General tax planning
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Active portfolio management Concentrated stock management Founder/Business Owner
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Series 63, Series 65, Series 66

Fayetteville, AR

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Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Cash flow / budgeting Founder/Business Owner
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Fayetteville, AR

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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CFP®, Series 63

Fayetteville, AR

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James W

Series 66

Fayetteville, AR

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Options & derivatives strategies Active portfolio management
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