Access Financial Services, Inc.

Access Financial Services, Inc. (CRD# 115361) is a financial advisory firm headquartered in Minneapolis, MN. They manage $178,478,727 in 671 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    671
    ACCOUNTS
  • Average Account Value
    $265,989
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, TX, WI

Financial Advisors at Access Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kathryn L. Noel
CRD#: 4781032
1650 West 82nd Street, Suite 850, Minneapolis, MN 55431
96
Wealthminder
score

Kathryn Noel (CRD# 4781032) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry. Kathryn Noel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brant T. Kairies
CRD#: 2975977
1650 West 82nd Street, Suite 850, Minneapolis, MN 55431
93
Wealthminder
score

Brant Kairies (CRD# 2975977) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 18 years of experience in the finance industry.

3
Timothy A. Rosga
CRD#: 5179568
1650 West 82nd Street, Suite 850, Minneapolis, MN 55431
93
Wealthminder
score

Timothy Rosga (CRD# 5179568) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 10 years of experience in the finance industry.

4
Stephen E. Kairies
CRD#: 263206
1650 West 82nd Street, Suite 850, Minneapolis, MN 55431
86
Wealthminder
score

Stephen Kairies (CRD# 263206) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 32 years of experience in the finance industry.

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