Glenn William Koehl

CFP

Soltis Investment Advisors, LLC

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth

Soltis Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

65 advisors

Number of Clients

4,499 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$8.4B

Fee Structure

Minimum Investment:$750K

Location

2131 E Kirkwood Blvd, Ste 130, Southlake, TX, 76092

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Soltis Investment Advisors, LLC

February 2020 - Present · 6 yrs

Previous Registrations

Slatestone Wealth LLC

December 2017 - March 2020 · 2 yrs 3 mos

Capital Markets Iq, LLC

January 2015 - December 2017 · 2 yrs 11 mos

Surety Wealth Management

April 2006 - December 2014 · 8 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.