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KC

Kelsey N. Cagle

ACCESS FINANCIAL RESOURCES
Oklahoma City, OK 73116
Some features on this profile are disabled
CRD#: 7342584
KC

Professional summary

Kelsey Nicole Cagle, CFP®, who also goes by Kelsey Nicole Spradley, is a registered financial advisor currently at ACCESS FINANCIAL RESOURCES INC. located in Oklahoma City, Oklahoma.

Kelsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kelsey has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelsey Nicole Spradley

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) - RIA

Click below to view Kelsey Nicole Cagle'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

February 25, 2021 - Present

ACCESS FINANCIAL RESOURCES INC.

Office #1: 3621 Nw 63rd Street Suite A-1, Oklahoma City, OK 73116
RIA
CRD#: 109495
Oklahoma City, OK

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 RESOURCES INC.
ACCESS FINANCIAL RESOURCES INC. | TROY E. JONES AND ASSOCIATES

CRD#: 109495 / SEC#: 801-58103

RIA
Registered Investment Advisory firm - (11/7/2000 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
Oklahoma
(2/25/2021)
IAR
Texas
(11/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2021
Uniform Investment Adviser Law Examination

Current Firm

AF
ACCESS FINANCIAL RESOURCES INC.
ACCESS FINANCIAL RESOURCES INC. | TROY E. JONES AND ASSOCIATES

CRD#: 109495 / SEC#: 801-58103

RIA
Registered Investment Advisory firm - (11/7/2000 Approved)
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Contact information

Main Address
3621 Nw 63rd Street Suite A-1, Oklahoma City, OK 73116
Mailing Address
Phone number
(405) 848-9826
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 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

ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,483
AUM (Assets Under Management)$ 354,996,372

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 RESOURCES INC.

CRD#: 109495Oklahoma City, OK 73116

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