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MR

Matthew Rich

ACCESS FINANCIAL SERVICES
Minneapolis, MN 55431
Some features on this profile are disabled
CRD#: 6837867
MR

Professional summary

Matthew Rich, CFP® is a registered financial advisor currently at ACCESS FINANCIAL SERVICES, INC. located in Minneapolis, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Emmaus Baptist Church; Not Investment Related; Board Member; Start Date 04/2021; Northfield, MN; Less than 5% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Rich'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®
CFP®

Certified Financial Planner

Experience

Current

September 23, 2025 - Present

ACCESS FINANCIAL SERVICES, INC.

Office #1: 1650 West 82nd Street Suite 850, Minneapolis, MN 55431
RIA
CRD#: 115361
Minneapolis, MN
Past

August 21, 2017 - July 22, 2021

CARLSON CAPITAL MANAGEMENT, LLC

RIA
CRD#: 281544
NORTHFIELD, MN

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 SERVICES, INC.
ACCESS FINANCIAL SERVICES, INC. | ASSESS FINANCIAL SERVICES, INC.

CRD#: 115361 / SEC#: 801-66457

RIA
Registered Investment Advisory firm - (4/24/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(9/23/2025)

Exams

Current Firm

AF
ACCESS FINANCIAL SERVICES, INC.
ACCESS FINANCIAL SERVICES, INC. | ASSESS FINANCIAL SERVICES, INC.

CRD#: 115361 / SEC#: 801-66457

RIA
Registered Investment Advisory firm - (4/24/2006 Approved)
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Contact information

Main Address
1650 West 82nd Street Suite 850, Minneapolis, MN 55431
Mailing Address
Phone number
(952) 885-2732
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/18/2025)

Regulatory assets under management

Total Number of Accounts824
AUM (Assets Under Management)$ 421,585,223

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.

Company Information

ACCESS FINANCIAL SERVICES, INC.

CRD#: 115361Minneapolis, MN 55431

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