ACCESS INVESTMENT ADVISORS INC
CRD #109006 SEC #801-56436 MANITOWOC, WI 920.683.9901
SEC Registered
Total AUM
$217.9M
Discretionary
$217.9M
Employees
4
Clients
101
Accounts
632
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STOKES, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| STOKES, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| STOKES, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| STOKES, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| STOKES, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | PRESIDENT | E | Control |
| CASEY, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, WILLIAM, ROBERT | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CASEY, WILLIAM, ROBERT | I | VICE PRESIDENT | D | Control |
| CASEY, WILLIAM, ROBERT | I | VICE PRESIDENT | D | Control |
| CASEY, WILLIAM, ROBERT | I | VICE PRESIDENT/CCO | D | Control |
| CRESS, JOHN, EDWARD | I | PRESIDENT | D | Control |
| CRESS, JOHN, EDWARD | I | PRESIDENT | D | Control |
| CRESS, JOHN, EDWARD | I | PRESIDENT | D | Control |
| CRESS, JOHN, EDWARD | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Jan 24, 2024 REGISTERED
Notice Filings (6)
AZ CA IL SC TX WI
Address
4400 CALUMET AVE.SUITE 201
MANITOWOC, WI 54220-4624
United States
Phone: 920.683.9901