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Andrew Michael Tate

Cahill Financial Advisors, Inc.

Edina, MN

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Current Employers
Cahill Financial Advisors, Inc.

7261 Ohms Lane, Edina, MN 55439 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-10-27
TX RA APPROVED 2020-10-27
  • MN RA
    APPROVED
    Since 2020-10-27
  • TX RA
    APPROVED
    Since 2020-10-27

Branch Locations

7261 Ohms Lane, Edina, MN 55439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Ins Co St Paul MN 08/2001 10/2020
Securian Financial Services, Inc St Paul MN 08/2001 10/2020
North Star Consultants, Inc Minneapolis MN 08/2001 10/2020
C.R.I. Securities, Inc St Paul MN 08/2001 10/2020
Cahill Financial Advisors Edina MN 10/2020 Present
  • 08/2001 → 10/2020
    Minnesota Life Ins Co
    St Paul, MN
  • 08/2001 → 10/2020
    Securian Financial Services, Inc
    St Paul, MN
  • 08/2001 → 10/2020
    North Star Consultants, Inc
    Minneapolis, MN
  • 08/2001 → 10/2020
    C.R.I. Securities, Inc
    St Paul, MN
  • 10/2020 → Present
    Cahill Financial Advisors
    Edina, MN
Previous Registrations
  • 2007-07-18 → 2020-10-23
    Securian Financial Services, Inc.
    Minneapolis, MN
    Minneapolis, MN
  • 2007-07-18 → 2020-10-23
    Cri Securities, Llc
    Minneapolis, MN
    Minneapolis, MN
  • 2004-01-07 → 2007-12-31
    Marathon Advisors, Inc
    Minneapolis, MN
Other Businesses

BESTPREP POSITION: Volunteer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: , Brooklyn Park MN , United States DESCRIPTION: Volunteer

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-02
S63 Uniform Securities Agent State Law Examination 2001-09-10
  • S65 Uniform Investment Adviser Law Examination
    2003-12-02
  • S63 Uniform Securities Agent State Law Examination
    2001-09-10
Designations
Other Names
  • Andy Tate

View on SEC IAPD

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