CB
CB

Craig Steven Black

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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

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Location

109 Holiday Ct, Suite A6, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig is the owner of Black Dynasty, LLC, a holding company, taking about 10-20% of his time managing assets. He also owns Consolidated Financial & Tax, where he spends about half his time on insurance sales and services, and Compass Wealth Group, where he spends about half his time on financial investments. Craig also owns Black Ops GP, a commercial ranch/farm, dedicating minimal time.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
January 2020 - December 2020 · 11 mos
Ae Wealth Management, LLC
July 2019 - January 2020 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.