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Karl David Tresner

Soltis Investment Advisors, LLC

Lehi, UT

St. George, UT

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Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-22
  • UT RA
    APPROVED
    Since 2026-04-22

Branch Locations

2600 W. Executive Parkway, Suite 120, Lehi, UT 84043 • United States

20 North Main St Suite 400, St. George, UT 84770 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Salt Lake City UT 12/2007 12/2021
Fidelity Personal And Workplace Advisors Salt Lake City UT 07/2018 12/2021
E*Trade Securities Llc/Harris Direct Sandy UT 01/2022 09/2023
E*Trade Capital Management Llc Sandy UT 01/2022 09/2023
Morgan Stanley Sandy UT 01/2023 08/2025
Strategic Advisers Llc Salt Lake City UT 08/2010 07/2018
Massmutual Life Insurance Co Lehi UT 10/2025 03/2026
Oy6 Capital South Jordan UT 03/2026 04/2026
Soltis Investment Advisors, Llc Lehi UT 04/2026 Present
  • 12/2007 → 12/2021
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → 12/2021
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 01/2022 → 09/2023
    E*Trade Securities Llc/Harris Direct
    Sandy, UT
  • 01/2022 → 09/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2023 → 08/2025
    Morgan Stanley
    Sandy, UT
  • 08/2010 → 07/2018
    Strategic Advisers Llc
    Salt Lake City, UT
  • 10/2025 → 03/2026
    Massmutual Life Insurance Co
    Lehi, UT
  • 03/2026 → 04/2026
    Oy6 Capital
    South Jordan, UT
  • 04/2026 → Present
    Soltis Investment Advisors, Llc
    Lehi, UT
Previous Registrations
  • 2026-02-06 → 2026-03-02
    Mml Investors Services, Llc
    Lehi, UT
    Lehi, UT
  • 2023-01-13 → 2025-09-03
    Morgan Stanley
    Sandy, UT
  • 2022-01-28 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2018-07-13 → 2022-01-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-08-17 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-16
S63 Uniform Securities Agent State Law Examination 2008-02-19
  • S66 Uniform Combined State Law Examination
    2010-08-16
  • S63 Uniform Securities Agent State Law Examination
    2008-02-19
Other Names
  • Karl Tresner

View on SEC IAPD

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