Karl David Tresner
Investment adviser representative at Soltis Investment Advisors, LLC
19 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Soltis Investment Advisors, LLCApr 2026 to now
- Oy6 CapitalMar 2026 to Apr 2026
- Massmutual Life Insurance CoOct 2025 to Mar 2026
- Morgan StanleyJan 2023 to Aug 2025
- E*trade Capital Management LLCJan 2022 to Sep 2023
- E*trade Securities Llc/harris DirectJan 2022 to Sep 2023
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2021
- Strategic Advisers LLCAug 2010 to Jul 2018
- Fidelity Brokerage Services LLCDec 2007 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5468754
- Firm CRD
- 154690