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James S
Series 66
Layayette, IN
Optivise Advisory Services LLC
James Schumaker is a financial advisor with Optivise Advisory Services LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Cambridge Investment Research and OneAmerica Securities, and also operates Schumaker Financial, LLC as an independent insurance agent. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios using various investment vehicles and is noted for its subscription-based co-advisory services and compliance consulting for other advisers.
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