Karl David Tresner

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2010-08-16
• S63 Uniform Securities Agent State Law Examination
  2008-02-19

Other Names

• Karl Tresner