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Cahill Financial Advisors, Inc.

Company Details

Name: Cahill Financial Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 03 Jan 2012 (13 years ago)
Company Number: fde4f64a-2236-e111-aff2-001ec94ffe7f
File Number: 459657000022
Registered Office Address: 7261 Ohms Lane, Edina, MN 55439, USA
Principal Executive Office Address: 7261 OHMS LN, EDINA, MN 55439–2148, USA
ZIP code: 55439
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
1600327 7261 OHMS LANE, EDINA, MN, 55439 7261 OHMS LANE, EDINA, MN, 55439 952-926-1659

Filings since 2024-11-12

Form type 13F-HR
File number 028-16077
Filing date 2024-11-12
Reporting date 2024-09-30
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Filings since 2024-08-22

Form type N-PX
File number 028-16077
Filing date 2024-08-22
Reporting date 2024-06-30
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Filings since 2024-08-07

Form type 13F-HR
File number 028-16077
Filing date 2024-08-07
Reporting date 2024-06-30
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Filings since 2024-05-13

Form type 13F-HR
File number 028-16077
Filing date 2024-05-13
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-16077
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-11-14

Form type 13F-HR
File number 028-16077
Filing date 2023-11-14
Reporting date 2023-09-30
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Filings since 2023-08-14

Form type 13F-HR
File number 028-16077
Filing date 2023-08-14
Reporting date 2023-06-30
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Filings since 2023-05-12

Form type 13F-HR
File number 028-16077
Filing date 2023-05-12
Reporting date 2023-03-31
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Filings since 2023-02-15

Form type 13F-HR
File number 028-16077
Filing date 2023-02-15
Reporting date 2022-12-31
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Filings since 2022-11-14

Form type 13F-HR
File number 028-16077
Filing date 2022-11-14
Reporting date 2022-09-30
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Filings since 2022-08-08

Form type 13F-HR
File number 028-16077
Filing date 2022-08-08
Reporting date 2022-06-30
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Filings since 2022-05-12

Form type 13F-HR
File number 028-16077
Filing date 2022-05-12
Reporting date 2022-03-31
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Filings since 2022-02-11

Form type 13F-HR
File number 028-16077
Filing date 2022-02-11
Reporting date 2021-12-31
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Filings since 2021-11-16

Form type 13F-HR
File number 028-16077
Filing date 2021-11-16
Reporting date 2021-09-30
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Filings since 2021-08-16

Form type 13F-HR
File number 028-16077
Filing date 2021-08-16
Reporting date 2021-06-30
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Filings since 2021-05-17

Form type 13F-HR
File number 028-16077
Filing date 2021-05-17
Reporting date 2021-03-31
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Filings since 2021-02-17

Form type 13F-HR
File number 028-16077
Filing date 2021-02-17
Reporting date 2020-12-31
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Filings since 2020-11-17

Form type 13F-HR
File number 028-16077
Filing date 2020-11-17
Reporting date 2020-09-30
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Filings since 2020-08-12

Form type 13F-HR
File number 028-16077
Filing date 2020-08-12
Reporting date 2020-06-30
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Filings since 2020-05-18

Form type 13F-HR/A
File number 028-16077
Filing date 2020-05-18
Reporting date 2020-03-31
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Filings since 2020-05-15

Form type 13F-HR
File number 028-16077
Filing date 2020-05-15
Reporting date 2020-03-31
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Filings since 2020-02-14

Form type 13F-HR
File number 028-16077
Filing date 2020-02-14
Reporting date 2019-12-31
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Filings since 2019-11-14

Form type 13F-HR
File number 028-16077
Filing date 2019-11-14
Reporting date 2019-09-30
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Filings since 2019-08-14

Form type 13F-HR
File number 028-16077
Filing date 2019-08-14
Reporting date 2019-06-30
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Filings since 2019-05-16

Form type 13F-HR
File number 028-16077
Filing date 2019-05-16
Reporting date 2019-03-31
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Filings since 2019-02-15

Form type 13F-HR
File number 028-16077
Filing date 2019-02-15
Reporting date 2018-12-31
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Filings since 2018-11-13

Form type 13F-HR
File number 028-16077
Filing date 2018-11-13
Reporting date 2018-09-30
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Filings since 2018-08-15

Form type 13F-HR
File number 028-16077
Filing date 2018-08-15
Reporting date 2018-06-30
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Filings since 2018-05-15

Form type 13F-HR
File number 028-16077
Filing date 2018-05-15
Reporting date 2018-03-31
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Filings since 2018-02-13

Form type 13F-HR
File number 028-16077
Filing date 2018-02-13
Reporting date 2017-12-31
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Filings since 2017-11-14

Form type 13F-HR
File number 028-16077
Filing date 2017-11-14
Reporting date 2017-09-30
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Filings since 2017-08-14

Form type 13F-HR
File number 028-16077
Filing date 2017-08-14
Reporting date 2017-06-30
File View File

Filings since 2017-05-15

Form type 13F-HR
File number 028-16077
Filing date 2017-05-15
Reporting date 2017-03-31
File View File

Filings since 2017-02-14

Form type 13F-HR
File number 028-16077
Filing date 2017-02-14
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-16077
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-15

Form type 13F-HR
File number 028-16077
Filing date 2016-08-15
Reporting date 2016-06-30
File View File

Filings since 2016-05-17

Form type 13F-HR
File number 028-16077
Filing date 2016-05-17
Reporting date 2016-03-31
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Filings since 2016-02-16

Form type 13F-HR
File number 028-16077
Filing date 2016-02-16
Reporting date 2015-12-31
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Filings since 2015-11-16

Form type 13F-HR
File number 028-16077
Filing date 2015-11-16
Reporting date 2015-09-30
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Filings since 2015-08-17

Form type 13F-HR
File number 028-16077
Filing date 2015-08-17
Reporting date 2015-06-30
File View File

Filings since 2015-05-15

Form type 13F-HR
File number 028-16077
Filing date 2015-05-15
Reporting date 2015-03-31
File View File

Filings since 2015-02-17

Form type 13F-HR
File number 028-16077
Filing date 2015-02-17
Reporting date 2014-12-31
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Filings since 2014-11-17

Form type 13F-HR
File number 028-16077
Filing date 2014-11-17
Reporting date 2014-09-30
File View File

Filings since 2014-08-15

Form type 13F-HR
File number 028-16077
Filing date 2014-08-15
Reporting date 2014-06-30
File View File

Filings since 2014-05-14

Form type 13F-HR
File number 028-16077
Filing date 2014-05-14
Reporting date 2014-03-31
File View File

Filings since 2014-02-18

Form type 13F-HR
File number 028-16077
Filing date 2014-02-18
Reporting date 2013-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2023 454112505 2024-06-19 CAHILL FINANCIAL ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2024-06-19
Name of individual signing RACHEL THORSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-19
Name of individual signing RACHEL THORSON
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2022 454112505 2023-08-02 CAHILL FINANCIAL ADVISORS, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2023-08-02
Name of individual signing CRYSTAL NYE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-02
Name of individual signing CRYSTAL NYE
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2021 454112505 2022-03-08 CAHILL FINANCIAL ADVISORS, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2022-03-07
Name of individual signing RACHEL THORSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-07
Name of individual signing RACHEL THORSON
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2020 454112505 2021-06-10 CAHILL FINANCIAL ADVISORS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2021-06-10
Name of individual signing RACHEL THORSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-10
Name of individual signing RACHEL THORSON
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2019 454112505 2020-08-26 CAHILL FINANCIAL ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2020-08-25
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-25
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2018 454112505 2019-03-29 CAHILL FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2019-03-29
Name of individual signing BECKY JACQUES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-29
Name of individual signing BECKY JACQUES
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2017 454112505 2018-05-07 CAHILL FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2018-05-07
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-07
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2016 454112505 2017-05-15 CAHILL FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2017-05-15
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-15
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2015 454112505 2016-05-16 CAHILL FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7261 OHMS LANE, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2016-05-16
Name of individual signing BECKY JACQUES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-16
Name of individual signing BECKY JACQUES
Valid signature Filed with authorized/valid electronic signature
CAHILL FINANCIAL ADVISORS 401(K) PLAN 2014 454112505 2015-02-24 CAHILL FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9529261659
Plan sponsor’s address 7300 METRO BLVD., SUITE 625, EDINA, MN, 55439

Signature of

Role Plan administrator
Date 2015-02-24
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-02-24
Name of individual signing REBECCA JACQUES
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Jeffrey Ohe Chief Executive Officer 7261 OHMS LN, EDINA, MN 55439–2148, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2016-03-02
Amendment - Business Corporation (Domestic) (Business Name: Cahill Financial Advisors, Inc.) 2012-04-20
Original Filing - Business Corporation (Domestic) (Business Name: Ohe Financial, Inc.) 2012-01-03

Date of last update: 23 Dec 2024

Sources: Minnesota's Official State Website