ACCESS FINANCIAL SERVICES, INC.

ACCESS FINANCIAL SERVICES, INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 115361). Regulatory assets under management: $437.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (12)

NameRoleLocation
Stephen Edward KairiesFOUNDER
Brant Terrance KairiesPRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER
Angella Jeanne GavicVICE PRESIDENT, OPERATIONS
Kathryn Lorraine NoelINVESTMENT ADVISOR REPRESENTATIVE
Erik Robert EdstromCO-OWNER
KAIRIES STEPHEN EDWARDFOUNDER; FOUNDER & CHIEF FINANCIAL OFFICER; PRESIDENT
KAIRIES BRANT TERRANCEPRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, INVESTMENTS & CHIEF COMPLIANCE OFFICER
JESKA JOAN ELIZABETHVICE PRESIDENT INSURANCE; VICE PRESIDENT, INSURANCE
KAIRIES ANGELLA JEANNEVICE PRESIDENT OPERATIONS
GAVIC ANGELLA JEANNEVICE PRESIDENT OPERATIONS; VICE PRESIDENT, OPERATIONS
NOEL KATHRYN LORRAINEINVESTMENT ADVISOR REPRESENTATIVE
EDSTROM ERIK ROBERTCO-OWNER

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