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Herman Tkach

SOLTIS INVESTMENT ADVISORS
Oakbrook Terrace, IL 60181
Some features on this profile are disabled
CRD#: 5155443
HT

Professional summary

Herman Tkach, CFP® is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Oakbrook Terrace, Illinois.

Herman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Herman has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herman Tkach's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 31, 2026 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 18w140 Butterfield Rd., Suite 1500, Oakbrook Terrace, IL 60181
RIA
CRD#: 154690
Oakbrook Terrace, IL
Past

September 18, 2024 - March 18, 2026

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Schaumburg, IL
Past

December 4, 2020 - September 23, 2024

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

January 20, 2017 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CHICAGO, IL
Past

January 20, 2017 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHICAGO, IL
Past

June 21, 2016 - November 3, 2016

NADLER FINANCIAL GROUP, INC.

RIA
CRD#: 122617
DEERFIELD, IL
Past

June 17, 2016 - November 16, 2016

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
DEERFIELD, IL
Past

November 10, 2008 - May 24, 2016

TD AMERITRADE, INC.

RIA
CRD#: 7870
OAK BROOK, IL
Past

November 10, 2008 - May 24, 2016

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OAK BROOK, IL
Past

November 10, 2008 - May 24, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
OAK BROOK, IL
Past

July 28, 2006 - October 28, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHICAGO, IL
Past

July 28, 2006 - October 28, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SOLTIS INVESTMENT ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA
Registered Investment Advisory firm - (9/20/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(3/31/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/27/2006
General Securities Representative Examination

Current Firm

SI
SOLTIS INVESTMENT ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA
Registered Investment Advisory firm - (9/20/2010 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
20 North Main Suite 400, St. George, UT 84770
Mailing Address
Phone number
(435) 674-1600
Established
Firm type
Fiscal year end
# of Employees
95

SEC notice filing (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOLTIS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,499
AUM (Assets Under Management)$ 8,352,553,865

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690Oakbrook Terrace, IL 60181

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