Victor G. Boltniew
Professional summary
Victor Gabriel Boltniew MR., who also goes by VIctor Gabriel Boltniew, was a registered financial advisor .
Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Victor had worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 21, 2025 - Present
Office #1: 1510 Stuart Rd Ne Ste 204c, Cleveland, TN 37312
May 4, 2017 - October 20, 2025
CAPITAL RETIREMENT PLANNING, LLC
October 11, 2012 - May 12, 2017
CG ADVISORY SERVICES
September 24, 2009 - December 31, 2012
AMERICAN INVESTMENT SERVICES
January 8, 2009 - March 13, 2009
ENVISION INVESTMENT ADVISORS, LLC
February 13, 2008 - December 31, 2008
ENVISION INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2025)
Current firm
No current employment
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
No current employment
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