Britton Nathanial Ouellette
Investment Adviser Representative at Optivise Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Britton Nathanial Ouellette is an investment adviser representative with Optivise Advisory Services LLC in San Antonio, TX, where they have been registered since 2021. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Panthrex Asset Management LLC and Fifth Third Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- DPO Insurance Agency, Inc.Jul 2015 – no end date reportedSan Antonio, TX
- Ministry Benefit Investments, LLCMar 2016 – no end date reportedCoppell, TX
- Optivise Advisory ServicesNov 2019 – no end date reportedFranklin, TN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Optivise Advisory Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Franklin, TN
- SEC file number:
- 801-115232
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Britton Nathanial Ouellette has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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