Tendai Kelly Charasika

Employer firm

Saling Wealth Advisors CRD 283226

$618M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  Saling Wealth Advisors
  Louisville, KY
• 07/2014 → 10/2020
  Superfanu, Inc
  Louisville, KY
• 07/2020 → Present
  Saling Wealth Advisors
  Louisville, KY

Other Businesses

(1) NAME: University of Louisville College of Business Board of Advisors; INVESTMENT-RELATED: No; ADDRESS: 110 Brandeis Ave, Louisville KY 40216; NATURE: Provides counsel to the Dean, serve as ambassadors, advocate for college's mission; POSITION/TITLE: Board Member; START DATE: 08/01/2020; APPROX HRS/MO: 2; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Attend 2 in person meetings per year, participate on subcommittee meetings that advise the Dean. (2) NAME: University of Louisville Office of Research and Innovation; INVESTMENT-RELATED: No; ADDRESS: Office of Research and Innovation, University of Louisville, Univ of Louisville KY 40202; NATURE: Supports University invention; POSITION: Entrepreneur-in-Residence; TITLE: Consultant; START DATE: 01/01/2020; APPROX HRS/MO: 16; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Guide research-backed inventions to market by coaching, guidance, mentorship, etc. (3) NAME: Saint Xavier High School Alumni Board of Advisors; INVESTMENT-RELATED: No; ADDRESS: 1609 Poplar Level Rd, Louisville KY 40217; NATURE: Private Catholic high school; POSITION/TITLE: Member, Alumni Board; START DATE: 01/01/2020; APPROX HRS/MO: 3; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Attend board meetings, provide advice. (4) NAME: Young Professionals of Louisville Advisory Council; INVESTMENT-RELATED: No; ADDRESS: 614 W Main St, Ste 6000, Louisville KY 40202; NATURE: Philanthropic; POSITION/TITLE: Member, Advisory Council; START DATE: 08/01/2020; APPROX HRS/MO: 3; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Attend advisory council meetings, mentor young professionals, serve on subcommittees. (5) NAME: Invest Louisville Committee Member for the Community Foundation of Louisville; INVESTMENT-RELATED: No; NATURE: Philanthropic; POSITION/TITLE: Member; START DATE: April 2024; APPROX HRS/MO: 1.5; NUMBER OF HRS DURING TRADING HRS: 0; COMPENSATION: None

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-27

Designations

• Certified Financial Planner

Other Names

• Tendai Charasika