800.352.5837

Andy Tate
Andy M. Tate, CFP®, ChFC
Financial Advisor

Phone: 612.617.6049
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

Fax: 612.256.3049
Website: www.TandSwealth.com

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To learn more about Andy, visit his personal website at www.TandSwealth.com

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant™
  • Certified Divorce Financial Analyst®
  • Member of Financial Planning Association
  • Minneapolis/St. Paul Business Journal 2013 as a “Five Star Wealth Manager.”

Andy is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1458823 / 04-2016

Andy’s Support Team


Name: Scot Bolland
Title: Practice Coordinator
Phone: 612.617.6105

Minneapolis

North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review**; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The 2,673 Twin Cities wealth managers were considered for the award; 825 (31 percent of candidates) were named Five Star Wealth Managers.

**To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.