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Our financial advice team


Malin Tate, Registered Practice Associate serving the Birmingham, AL area - Ameriprise Advisors

Malin Tate

Registered Practice Associate

Cummings & Associates
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Business Retirement Plans

Awards & recognition

  • Cummings & Associates, Ameriprise Client Experience Award, 2020-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer - Greater Birmingham Humane Society

Interests

  • Spending time with my wife Tammy, dog Kepler, and three cats, Morti, S.P., and Mali
  • Travel
  • Attending live music events and theater
  • Hiking and camping
  • Board games