Victor Boltniew, financial advisor Cleveland TN
93 score

Victor Boltniew

CRD Number: 5426117
Current Firm: Capital Retirement Planning, LLC

Victor Boltniew (CRD# 5426117) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Cleveland, TN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Retirement Planning, LLC Round Rock, TX Apr 2017 - Current < 1
Tennessee Valley Retirement Solutions Cleveland, TN Jan 2004 - Current 14
Capital Asset Advisory Services, LLC Haslett, MI Oct 2012 - Apr 2017 4
Usa Tax & Insurance Svc Inc, Dba American Investment Svc Palm Harbor, FL Sep 2009 - Dec 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Victor G. Boltniew
Phone Number: 512-310-0202
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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