Andrew Michael Tate
Investment adviser representative at Cahill Financial Advisors, Inc.
25 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Cahill Financial Advisors, Inc.Oct 2020 to now
- C.R.I. Securities, IncAug 2001 to Oct 2020
- Minnesota Life Ins CoAug 2001 to Oct 2020
- North Star Consultants, IncAug 2001 to Oct 2020
- Securian Financial Services, IncAug 2001 to Oct 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Cahill Financial Advisors, Inc.
$1.8BAssets managed
1,115Clients
12Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4442103
- Firm CRD
- 109890