Kathryn
Noel
Access Financial Services, Inc
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About this Advisor
Kathryn Noel is a certified financial planner operating out of Minneapolis, Minnesota with a total of 9 years of relevant experience. Noel is currently employed by Access Financial Services, Inc. Over the course of their career, they have held roles at Fsc Securities Corporation, Access Financial Services Inc, Northwestern Mutual Investment Services, LLC, Access Financial Services, Inc and Northwestern Mutual Life Insurance Company. Noel maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Minnesota. Access Financial Services, Inc is a financial advisory firm based out of Minneapolis, MN. It oversees $315 million in total assets across its 766 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 766 customer accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on the type of financial services. However, fee types billed by Access Financial Services, Inc can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Access Financial Services, Inc Brokerage Details
$314,722,266
11
766
$410,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kathryn Noel Work History
Kathryn has been registered as a financial advisor for 9 years.*
Access Financial Services, Inc
Fsc Securities Corporation
Northwestern Mutual Life Insurance Company
Access Financial Services Inc
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathryn Noel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Access Financial Services, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
