AdvisorOS Directory
Claim Profile
TC

Tendai Kelly Charasika

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
9750 ORMSBY STATION ROAD, LOUISVILLE, KY 40223CRD# 7232455Firm CRD# 283226
01

About

Tendai Kelly Charasika is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with CARDINAL STRATEGIC WEALTH GUIDANCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
SALING WEALTH ADVISORS
AUM
$410M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CARDINAL STRATEGIC WEALTH GUIDANCE, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7232455
Firm CRD# 283226
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Browse LOUISVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tendai Kelly Charasika offer?
Tendai Kelly Charasika specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Tendai Kelly Charasika's credentials?
Tendai Kelly Charasika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tendai Kelly Charasika located?
Tendai Kelly Charasika is based in LOUISVILLE, Kentucky, working with CARDINAL STRATEGIC WEALTH GUIDANCE, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Tendai Kelly Charasika charge for services?
Tendai Kelly Charasika's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARDINAL STRATEGIC WEALTH GUIDANCE, LLC?
CARDINAL STRATEGIC WEALTH GUIDANCE, LLC has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOUISVILLE
Jeremy D Burtel — CHRYSALIS CAPITAL, LLC DBA CHRYSALIS VENTURES, LLCJohn Johnston Davis — HARVEY INVESTMENT COMPANY, LLCTodd Parker Lowe — PARTHENON LLCThomas Alexander Corea — PARTHENON LLCJanice Sue Peebles — ARGI INVESTMENT SERVICES, LLC
Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile