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Rachal Tate

Ameriprise Financial Services, LLC

Columbia Station, OH

Tiffin, OH

CRD 6455552

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-03
TX RA APPROVED 2026-05-01
  • OH RA
    APPROVED
    Since 2026-05-03
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

Columbia Station, OH • United States

662 Miami St, Tiffin, OH 44883-1934 • 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
Edward Jones St Louis MO 03/2015 05/2026
Bellefaire Jcb Cleveland OH 05/2014 05/2026
Ameriprise Financial Services, Llc Toledo OH 05/2026 Present
Previous Registrations
  • 2015-06-09 → 2026-05-04
    Edward Jones
    Columbia Station, OH
    Tiffin, OH
    Mayfield Heights, OH
    St Louis, MO
    Maryland Heights, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-08
  • S66 Uniform Combined State Law Examination
    2015-06-08
Designations
  • Certified Financial Planner
Other Names
  • Rachal M Tate
  • Rachal Tate
  • Rachal Marie Tate

View on SEC IAPD

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