Nancy J. Gorchoff

ACCESS FINANCIAL GROUP

Chicago, IL 60661

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CRD#: 1236418

Professional summary

Nancy Jo Gorchoff, who also goes by Nancy Jo Hiken, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?

Aliases

Nancy Jo Hiken

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.

Blog Corner

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 9, 1994 - Present

ACCESS FINANCIAL GROUP, INC.

Office #1: 118 N. Clinton Suite 450, Chicago, IL 60661

RIA

CRD#: 33065

Chicago, IL

Past

November 6, 2000 - April 15, 2008

ORIGINATION CAPITAL LLC

CRD#: 104067

GREENWICH, CT

Past

September 26, 1994 - February 24, 1995

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

September 19, 1988 - April 7, 1994

RODMAN & RENSHAW INC.

CRD#: 724

CHICAGO, IL

Past

May 1, 1985 - October 7, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

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".

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)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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

State Security Law Exam

Series 63

Date: 7/29/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/12/1995

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 11/15/1995

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 12/12/1994

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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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

SEC notice filing (19 States and Territories)

FINRA licenses (45 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 (2/11/2025)

Direct owners and executive officers

Name	Position	CRD#
VICTOR C CHIGAS GRANTOR TRUST FBO VICTOR J CHIGAS	OWNER
RICHARD KONST TRUST	OWNER
VICTOR C CHIGAS GRANTOR TRUST FBO CHRISTOPHER CHIGAS	OWNER
CHIGAS, CHRISTOPHER ROBERT	PRESIDENT, CHIEF COMPLIANCE OFFICER	1832392
CHIGAS, VICTOR JOHN JR	DIRECTOR, CEO, SR. OPTIONS PRINCIPAL	1666547
GORCHOFF, NANCY JO	DIRECTOR, C.O.O, C.F.O.	1236418
KONST, RICHARD IRL	DIRECTOR, VICE CHAIRMAN	273746

Regulatory assets under management

Total Number of Accounts	288
AUM (Assets Under Management)	$ 272,305,506

Disclosures

Regulatory Event	4
Arbitration	2

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/13/2024	Cover Page	Report
08/23/2023	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

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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Firm Stability Insights

Nancy J. Gorchoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

ORIGINATION CAPITAL LLC

JOSEPHTHAL & CO., INC.

RODMAN & RENSHAW INC.

DREXEL BURNHAM LAMBERT INCORPORATED

Primary Firm SEC Registration

ACCESS FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/29/1985

Series 52TO

Date: 9/25/2025

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

Series 24

Date: 12/12/1995

Series 27

Date: 11/15/1995

Series 53

Date: 12/12/1994

FINRA

Current Firm

ACCESS FINANCIAL GROUP, INC.

Contact information

SEC notice filing (19 States and Territories)

FINRA licenses (45 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

ACCESS FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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