Vice President, Operations · Access Financial Services, Inc.
Angella J. Gavic
CRD 4009617 · Named on Form ADV at one SEC-registered adviser
At a glance
Access Financial Services, Inc., an SEC-registered wealth manager based in Minneapolis, MN with $438 million in regulatory assets, lists Angella J. Gavic on its Form ADV as Vice President, Operations.
Firms and roles
- Access Financial Services, Inc.Vice President, OperationsWealth manager · Minneapolis, MN · $438M in regulatory assets
AtlasMembers
Angella’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Stephen E. KairiesFounder, Access Financial Services, Inc.
- Brant T. KairiesPresident, Chief Investment Officer and Chief Compliance Officer, Access Financial Services, Inc.
- Kathryn L. NoelInvestment Advisor Representative, Access Financial Services, Inc.
- Erik R. EdstromCo-Owner, Access Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Angella’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.