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Kelsey Nicole Cagle

Access Financial Resources Inc.

Oklahoma City, OK

CRD 7342584

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Employer firm

Access Financial Resources Inc. CRD 109495

$411M regulatory AUM 39 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Access Financial Resources Inc.

3621 Nw 63Rd Street Suite A-1, Oklahoma City, OK 73116 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-26
TX RA APPROVED 2024-11-20
  • OK RA
    APPROVED
    Since 2025-03-26
  • TX RA
    APPROVED
    Since 2024-11-20

Branch Locations

3621 Nw 63Rd Street Suite A-1, Oklahoma City, OK 73116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Access Financial Resources Inc. Oklahoma City OK 08/2018 02/2021
Access Financial Resources Inc. Oklahoma City OK 02/2021 Present
Sonic Stigler OK 05/2014 08/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-29
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29
Other Names
  • Kelsey Nicole Spradley

View on SEC IAPD

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