Victor Gabriel Boltniew

Employer firm

Solid Rock Investment Advisory LLC CRD 339036

$1.28M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1994 → Present
  Tennessee Valley Retirement Solutions
  Cleveland, TN
• 10/2012 → 06/2017
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 06/2017 → 10/2025
  Capital Retirement Planning, Llc
  Round Rock, TX
• 10/2025 → Present
  Solid Rock Investment Advisory Llc
  Cleveland, TN

Previous Registrations

• 2017-05-04 → 2025-10-20
  Capital Retirement Planning, Llc
  Cleveland, TN
  Georgetown, TX
• 2012-10-11 → 2017-05-12
  Cg Advisory Services
  Cleveland, TN
  Williamston, MI
  Cleveland, TN
• 2009-09-24 → 2012-12-31
  American Investment Services
  Cleveland, TN
• 2009-01-08 → 2009-03-13
  Envision Investment Advisors, Llc
  Cleveland, TN
  Omaha, NE
• 2008-02-13 → 2008-12-31
  Envision Investment Advisors, Llc
  Cleveland, TN
  Omaha, NE

Other Businesses

(1) TENNESSEE VALLEY RETIREMENT SOLUTIONS; INVESTMENT RELATED; 2043 N. OCOEE ST., CLEVELAND, TN 37311; OWNER/AGENT; START 01/2004; 15-20 HRS PER WEEK; 10-15 HRS PER WEEK DURING TRADING HRS; SELL LIFE, HEALTH, LTC, ANNUITIES, AND MEDICARE SUPPLEMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-12

Other Names

• Victor Gabriel Boltniew