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Our financial advice team


Andrew Brate, Private Wealth Advisor serving the Gahanna, OH area - Ameriprise Advisors

Andrew Brate

CIMA®

Private Wealth Advisor

Envisage Wealth
24
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

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • BS from The Ohio State University, Columbus, Ohio

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Envisage Wealth, Ameriprise Client Experience Award, 2020-2022
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

Professional associations

  • Member Gahanna Area Chamber of Commerce

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

Member of the Rotary of Lancaster-Sherman

Member of the Finance Committee at Faith Lutheran Church, Baltimore, Ohio

Interests

  • My wife, Natalie, and I have two children, Alaina and Brendan.
  • In my spare time, I enjoy golfing, skiing and spending time with my family.