Andrew Tate (CRD# 4442103) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 22 years of experience in the finance industry. Andrew Tate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cahill Financial Advisors | Edina, MN | Oct 2020 - Current | 3 |
| Minnesota Life Ins Co | St Paul, MN | Aug 2001 - Oct 2020 | 19 |
| Securian Financial Services, Inc. | St Paul, MN | Aug 2001 - Oct 2020 | 19 |
| North Star Consultants, Inc. | Minneapolis, MN | Aug 2001 - Oct 2020 | 19 |
| C.r.i. Securities, Inc. | St Paul, MN | Aug 2001 - Oct 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- MN
- TX
-
Total Assets Under Management1,317MILLIONS
-
Total Number of Accounts4,061ACCOUNTS
-
Average Account Value$324,365
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, MN, MO, ND, NE, NH, NY, OR, PA, TN, TX, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.