Advisor at Solid Rock Investment Advisory LLC
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Firm
Solid Rock Investment Advisory LLC
Location
Cleveland, TN 37312
Credentials
Series 65
Industry experience
17 years
Victor Boltniew is a financial advisor with Solid Rock Investment Advisory LLC and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC. Boltniew also owns Tennessee Valley Retirement Solutions, an affiliated insurance business where he sells life, health, LTC, annuities, and Medicare supplements. Solid Rock Investment Advisory LLC provides discretionary asset management and financial planning services, primarily serving individuals, high-net-worth individuals, trusts, and estates. The firm employs fundamental analysis and charting in its investment approach, with ongoing portfolio monitoring, rebalancing, and discretionary trading authority under client agreements.
Based on Solid Rock Investment Advisory LLC
$0 - $100,000: 1.25% annually $100,001 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001+: 0.90% annually
$175 per hour with a minimum of 3 hours for a full financial plan
1510 Stuart Rd Ne, Ste 204 C
Cleveland, TN 37312
Tennessee
Solid Rock Investment Advisory LLC
2025 - Present (1 year)
Capital Retirement Planning, LLC
2017 - 2025 (8 years)
Capital Asset Advisory Services, LLC
2012 - 2017 (5 years)
Tennessee Valley Retirement Solutions
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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