Tasha K. Shaheen

TACTICAL FINANCIAL PLANNING

MALABAR, FL 32950

CRD#: 8057576

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Professional summary

Tasha Kou Shaheen, who also goes by Tash Kou Shaheen, Tashakou Ebrima Shaheen, is a registered financial advisor currently at TACTICAL FINANCIAL PLANNING INC located in Malabar, Florida.

Tasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Tasha has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Tash Kou Shaheen | Tashakou Ebrima Shaheen

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha Kou Shaheen'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®

None

Experience

Current

July 15, 2025 - Present

TACTICAL FINANCIAL PLANNING INC

Office #1: 2045 Corey Road, Malabar, FL 32950

RIA

CRD#: 335276

MALABAR, FL

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

Florida
(7/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2024

Uniform Investment Adviser Law Examination

Current Firm

TACTICAL FINANCIAL PLANNING INC

CRD#: 335276 / SEC#:

Florida

Registered Investment Advisory firm - (7/15/2025 Approved)

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Contact information

Main Address

2045 Corey Road, Malabar, FL 32950

Mailing Address

Phone number

(321) 478-6057

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 158,263

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.

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Tasha K. Shaheen

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha Kou Shaheen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TACTICAL FINANCIAL PLANNING INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2024

Current Firm

TACTICAL FINANCIAL PLANNING INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TACTICAL FINANCIAL PLANNING INC

TRUST BUT VERIFY

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