Christopher M. Tasik
UNITED ADVISOR GROUP
Franklin, TN 37067
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CRD#: 4955910
Professional summary
Christopher Michael Tasik, CFP®, who also goes by Christopher Michael Calderazzo, Christopher Tasik, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Franklin, Tennessee.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Michael Calderazzo | Christopher Tasik
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.
1.KIWANIS OF NASHVILLE FOUNDATION-N-NASHVILLE, TN-FOUNDATION-PRESIDENT-10/2019-5-2-CHARITABLE AND EDUCATIONAL PURPOSES. 2. TASIK FINANCIAL STRATEGIES-Y-BRENTWOOD, TN-DBA NAME-OWNER-08/2019-100-75-DBA FOR SALES AND SERVICE OF SECURITIES AND INSURANCE. 3. EXECUTIVE DIRECTOR-N-BRENTWOOD, TN-PROVIDE MANAGEMENT SERVICES TO INDUSTRY ASSOCIATIONS-EXECUTIVE DIRECTOR-08/2005-25-10-RESPONSIBILITIES MAY INCLUDE MEMBERSHIP RECRUITMENT & DEVELOPMENT, MEETING AND EVENT MANAGEMENT. 5. HIGHLAND PARK NEIGHBORHOOD ASSOCIATION-N-BRENTWOOD, TN-COMMITTEE CO-CHAIR-08/2021-2-1-PREPARE ANNUAL BUDGET FOR THE NEIGHBORHOOD POOL AND CLUBHOUSE. 6. 12 GENTLEMEN OF MIDDLE TENNESSEE-N-BRENTWOOD, TN-TREASURER-01/2021-1-0-COLLECT DUES AND DISPERSE REIMBURSEMENT FOR NEIGHBORHOOD CLUB. 7. Tasik Financial Strategies- Y- Brentwood, TN- Owner- 03/2024- 1- 1- Providing general financial education for a flat fee.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Tasik's 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®
Start date: 2008
Experience
Current
October 28, 2024 - Present
UNITED ADVISOR GROUP
Office #1: 302 Innovation Drive #310, Franklin, TN 37067RIA
CRD#: 324205
Franklin, TN
Past
August 20, 2019 - October 28, 2024
BFC PLANNING, INC.
RIA
CRD#: 119682
Brentwood, TN
Past
August 20, 2019 - October 28, 2024
SECURITIES MANAGEMENT & RESEARCH, INC.
BD
CRD#: 759
Brentwood, TN
Past
March 29, 2017 - August 23, 2019
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Brentwood, TN
Past
March 29, 2017 - August 23, 2019
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Brentwood, TN
Past
January 20, 2016 - April 7, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Brentwood, TN
Past
June 22, 2006 - January 18, 2016
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Brentwood, TN
Past
June 22, 2006 - April 7, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Brentwood, TN
Past
August 26, 2005 - June 29, 2006
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
STAMFORD, CT
Past
July 26, 2005 - June 29, 2006
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
STAMFORD, CT
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".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 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
Tennessee(10/28/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/7/2005
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
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Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
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.
