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Matthew Rich

Access Financial Services, Inc.

Minneapolis, MN

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Current Employers
Access Financial Services, Inc.

1650 West 82Nd Street Suite 850, Minneapolis, MN 55431 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-23
  • MN RA
    APPROVED
    Since 2025-09-23

Branch Locations

1650 West 82Nd Street Suite 850, Minneapolis, MN 55431 • 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
Carlson Capital Management, Llc Northfield MN 01/2016 07/2021
Accredited Investors Edina MN 06/2021 07/2025
Access Financial Services, Inc. Bloomington MN 09/2025 Present
  • 01/2016 → 07/2021
    Carlson Capital Management, Llc
    Northfield, MN
  • 06/2021 → 07/2025
    Accredited Investors
    Edina, MN
  • 09/2025 → Present
    Access Financial Services, Inc.
    Bloomington, MN
Previous Registrations
  • 2017-08-21 → 2021-07-22
    Carlson Capital Management, Llc
    Northfield, MN
Other Businesses

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

Designations

View on SEC IAPD

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Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan
JAMES P MILEY
ROBYN MARY JOYNER
Cole Hendrickson Carter
Casey Mitchell
Jennifer Elizabeth Finn

Other Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN

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