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D. Anthony Wright

Retirement Specialty Group, Inc

1125 Perimeter Park Drive
Suite 301

Cookeville, TN 38501

931-738-4733

Loving Individuals Over Numbers

About Retirement Specialty Group, Inc

The Company's focus is, Faith-Based Investing, ensuring their clients that their money will not be used to fund Abortions, Same-Sex Marriages, Pornography, and Sex Trafficking to name a few. Being an Investment Advisor Representative, and an Ordained Minister, Anthony uses "Bible Approved and Bible Safe Investments". His focus is, Faith-Based Investing or Biblical Responsible Investing as it is often referred too. He is a published author and Faith-Based Investing Coach, and is committed to developing long term relationships with all his clients helping them make sure they arent investing in companies that use their money towards areas that are contrary to their beliefs

General Information

Firm Start Year

2012

No.of Employees

5-9

CRD#

5562960

Firm CRD#

5562960

Insurance License#

743009

States Licensed in

TN, GA, NC, KY, TX

Years of Experience in Financial Services

12

Number of Years with Current Firm

12

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, Via Phone, Video Conference, Our Offices

Compliance

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 65, Series 63

Insurance and Annuity Licenses

Annuity, Accident, Casualty, Property, Health, Variable Life, Long Term Care, Variable Annuity, Life

Firm Information

Advisor's Number of Clients

750

Advisor's Number of Managed Clients

450

Advisor's Number of Planning Clients

235

Assets Managed by Advisor

$125 million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Additional Details on Charges

As the CEO, I personally am not a CFP. However, I have 2 CFP's on my team and your plans will be written by one of the three.

Education

Ministerial Degree - Pastoral Ministry

Rhema Bible College
2000 - 2002

Disclaimer

Retirement Specialty Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investment advisory services are offered through Optivise Advisory Services, LLC a SEC registered investment advisor. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.