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Nancy Jo Gorchoff

ACCESS FINANCIAL GROUP
CHICAGO, IL
·CRD# 1236418·41 years experience

Professional Summary

Nancy Jo Gorchoff, who also goes by Nancy Jo Hiken, is a registered financial advisor currently at ACCESS FINANCIAL GROUP, INC. located in Chicago, Illinois. Nancy is registered as a RR (Registered Representative) and started their career in finance in 1985. Nancy has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 24, Series 27 and Series 53 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nancy Jo Hiken

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

ACCESS FINANCIAL GROUP, INC.·CRD# 33065
RIA
BD
118 N. Clinton Suite 450, Chicago, IL 60661
December 9, 1994 - Present
ORIGINATION CAPITAL LLC·CRD# 104067
BD
Greenwich, CT
November 6, 2000 - April 15, 2008
JOSEPHTHAL & CO., INC.·CRD# 3227
BD
New York, NY
September 26, 1994 - February 24, 1995
RODMAN & RENSHAW INC.·CRD# 724
BD
Chicago, IL
September 19, 1988 - April 7, 1994
DREXEL BURNHAM LAMBERT INCORPORATED·CRD# 7323
BD
May 1, 1985 - October 7, 1988

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Current Firm

AF
ACCESS FINANCIAL GROUP, INC.

ACCESS FINANCIAL GROUP, INC. | CRYSTAL SECURITIES INC.

CRD#: 33065 / SEC#: 801-48092, 8-46065
RIA
Registered Investment Advisory firm - SEC (12/30/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

118 North Clinton St-suite 450 Suite 450, Chicago, IL 60661

Mailing Address

118 North Clinton St-suite 450, Chicago, IL 60661

Phone Number

(312) 655-8200

Established

Delaware since 12/18/1992

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

6

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

FINRA licenses (45 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ACCESS FINANCIAL GROUP, INC. PART 2A BROCHURE (3/18/2026)

Direct owners and executive officers

NamePositionCRD#
VICTOR C CHIGAS GRANTOR TRUST FBO VICTOR J CHIGASOWNER—
RICHARD KONST TRUSTOWNER—
VICTOR C CHIGAS GRANTOR TRUST FBO CHRISTOPHER CHIGASOWNER—
CHIGAS, CHRISTOPHER ROBERTPRESIDENT, CHIEF COMPLIANCE OFFICER1832392
CHIGAS, VICTOR JOHN JRDIRECTOR, CEO, SR. OPTIONS PRINCIPAL1666547
GORCHOFF, NANCY JODIRECTOR, C.O.O, C.F.O.1236418
KONST, RICHARD IRLDIRECTOR, VICE CHAIRMAN273746

Regulatory Assets Under Management

Total Number of Accounts

315

AUM (Assets Under Management)

$302,333,577

Disclosures

Regulatory Event

4

Arbitration

2

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/09/2026Cover PageReport
09/13/2024Cover PageReport
08/23/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACCESS FINANCIAL GROUP, INC.

ACCESS FINANCIAL GROUP, INC. | CRYSTAL SECURITIES INC.

CRD#: 33065 / SEC#: 801-48092, 8-46065
RIA
Registered Investment Advisory firm - SEC (12/30/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(12/9/1994)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1985About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1985About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 1995About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Nov 1995About the Series 27 exam

Series 53 — Municipal Securities Principal Examination

Passed Dec 1994About the Series 53 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Nancy Jo Gorchoff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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