Andrew M. Tate
Professional summary
Andrew Michael Tate, CFP®, ChFC®, who also goes by Andy Tate, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Michael Tate's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
October 27, 2020 - Present
CAHILL FINANCIAL ADVISORS, INC.
Office #1: 7261 Ohms Lane, Edina, MN 55439July 18, 2007 - October 23, 2020
SECURIAN FINANCIAL SERVICES, INC.
July 18, 2007 - October 23, 2020
CRI SECURITIES, LLC
January 7, 2004 - December 31, 2007
MARATHON ADVISORS, INC
September 10, 2001 - October 23, 2020
SECURIAN FINANCIAL SERVICES, INC.
September 10, 2001 - October 23, 2020
CRI SECURITIES, LLC
Primary Firm SEC Registration
CAHILL FINANCIAL ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/27/2020)
(10/27/2020)
Exams
Current Firm
CAHILL FINANCIAL ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,813 |
| AUM (Assets Under Management) | $ 1,432,327,484 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2024 | ||
| 11/21/2023 |
Red Flags
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