Erik Edstrom is not listed as a control person, but directly owns between 5% and 10% of Access Financial Services.
Access Financial Services is an investment adviser based in Minneapolis, MN, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $438 million, as filed on 12 February 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3162399
- Firm
- Access Financial Services · CRD 115361
- Role
- Co-Owner
- In role since
- January 2012 · 14 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Minneapolis, MN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Erik Edstrom work?
Erik Edstrom has been Co-Owner of Access Financial Services, Inc. since January 2012.
How can I verify Erik Edstrom’s record?
Erik Edstrom’s role is listed on Access Financial Services, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 115361.
