Mark Kevin Sachse

Employer firm

Access Financial Group, LLC CRD 312084

$39.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 10/2017
  Wunderlich Securities, Inc.
  Memphis, TN
• 10/2017 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2017 → Present
  Access Financial Group, Inc.
  Mount Vernon, TX
• 10/2020 → Present
  Access Financial Group, Llc
  Mount Vernon, TX
• 12/2020 → Present
  Access Financial Group, Llc
  Mount Vernon, TX
• 10/2017 → Present
  Info Access, Inc.
  Mount Vernon, TX
• 10/2017 → Present
  Estate Planning Designs
  Mount Vernon, TX

Previous Registrations

• 2018-06-28 → 2025-12-09
  Access Financial Group, Inc.
  Mount Vernon, TX
  Mount Vernon, TX
• 2012-08-24 → 2017-10-30
  B. Riley Wealth Management
  Dallas, TX
• 2002-01-23 → 2012-08-28
  Hilltop Securities Inc.
  Santa Fe, NM
  Plano, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1. ACCESS FINANCIAL GROUP, INC; INVESTMENT RELATED; 1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX 75457; REGISTERED INVESTMENT ADVISORY; CEO/OWNER; 10/16/2017-PRESENT; 125 HRS/MTH; 5 DURING TRADING HRS; RECRUITING & GROWING EXISTING BOOK. 2. ACCESS FINANCIAL GROUP, LLC; INVESTMENT RELATED; 1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX 75457; REGISTERED INVESTMENT ADVISORY; CEO; 10/2020-PRESENT. 3. INFO ACCESS, INC - NOT INVESTMENT RELATED; 1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX 75457; OWNER/INDEPENDENT INSURANCE AGENT; SINCE 10/2017; 2 HOURS PER MONTH DEVOTED TO THIS BUSINESS; ZERO HOURS DURING SECURITIES TRADING HOURS. 4. ESTATE PLANNING DESIGNS, LLC; NOT INVESTMENT RELATED; 1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX 75457; OWNER/ADMINISTRATIVE DUTIES; SINCE 10/2017; 1 HOUR PER MONTH DEVOTED TO THIS BUSINESS; ZERO HOURS DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-05

Other Names

• Mark Sachse