Access Financial Services Inc

Access Financial Services Inc is a Minnesota-based corporation that provides financial advisory services to 7 clients. With a team of 8 employees, including 3 in advisory roles, this approved firm has a long-standing SEC registration and is committed to serving their clients' financial needs with professionalism and expertise.

• ANGELLA JEANNE GAVIC

  VICE PRESIDENT, OPERATIONS owns more than 10% but less than 25%

• BRANT TERRANCE KAIRIES

  PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• ERIK ROBERT EDSTROM

  CO-OWNER owns less than 5%

• KATHRYN LORRAINE NOEL

  INVESTMENT ADVISOR REPRESENTATIVE owns more than 10% but less than 25%

• STEPHEN EDWARD KAIRIES

  FOUNDER & CHIEF FINANCIAL OFFICER owns more than 25% but less than 50%

• Stone ARCH Capital LLC
• Nicollet Investment Management Inc
• Tealwood Asset Management Inc
• Thrivent Investment Management Inc
• GS Investments Inc
• Everest Financial Group LLC
• NEXT Century Growth Investors LLC
• Allodium Investment Consultants LLC
• Yukon Partners Management LLC
• Focus Financial Network Inc

• A Deep Dive into Access Financial Services' Q4 2022 vs. Q1 2023 Holdings

• SCHWAB STRATEGIC TR $26,105k
• DBX ETF TR $8,208k
• VANGUARD WHITEHALL FDS INC $7,434k
• SCHWAB STRATEGIC TR $5,939k
• SCHWAB STRATEGIC TR US SML CAP ETF $4,669k
• FIRST TR EXCHANGE TRADED FD $3,501k
• NUVEEN SELECT TAX FREE INCM $2,777k
• PIMCO ETF TR $2,532k
• SCHWAB STRATEGIC TR US MID-CAP ETF $2,509k
• ISHARES TR CORE S&P500 ETF $2,499k