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).
-
Total Assets Under Management178MILLION
-
Total Number of Accounts671ACCOUNTS
-
Average Account Value$265,989
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, MN, TX, WI
Kathryn Noel (CRD# 4781032) 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. 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.
Brant Kairies (CRD# 2975977) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 19 years of experience in the finance industry.
Timothy Rosga (CRD# 5179568) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 11 years of experience in the finance industry.
Stephen Kairies (CRD# 263206) is an Investment Advisor Representative working at Access Financial Services, Inc. in Minneapolis, MN and has over 33 years of experience in the finance industry.