Tendai Charasika, financial advisor Louisville KY

Tendai Charasika

CRD Number: 7232455
Current Firm: Saling Wealth Advisors

Tendai Charasika (CRD# 7232455) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 3 years of experience in the finance industry.

Similar Advisors
Colleen Abate, financial advisor Louisville KY
Colleen K. Abate
CRD# 6729610
Lpl Financial LLC
Similar Advisors
Neil Abney, financial advisor Louisville KY
Neil O. Abney
CRD# 4035401
Ameriprise Financial Services, LLC
Similar Advisors
Ethan Adams, financial advisor Louisville KY
Ethan C. Adams
CRD# 6656510
Brookstone Financial
Company Name Location Dates Years
Saling Wealth Advisors Louisville, KY Jul 2020 - Current 3
Saling Wealth Advisors Louisville, KY Jan 2020 - Current 4
Superfanu, Inc. Louisville, KY Jul 2014 - Oct 2020 6
Greater Louisville Inc. Louisville, KY Apr 2011 - Jul 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Tendai K. Charasika
Phone Number: 502-805-3000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    410
    MILLIONS
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $499,303
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, IN, KY, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.