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Kelsey Cagle

Chief Compliance Officer at Access Financial Resources in Oklahoma City, OK

Investment adviser registrationUpdated

Kelsey Cagle is Chief Compliance Officer of Access Financial Resources Inc., an investment adviser managing $411M, and works from its Oklahoma City, OK office. Kelsey Cagle has been registered as an investment adviser representative through Access Financial Resources since 25 February 2021, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kelsey Cagle has been Chief Compliance Officer of Access Financial Resources since January 2025, is a control person of the firm and directly owns under 5% of it.

Access Financial Resources Inc. is an Oklahoma City, OK firm with $411M under management, 644 clients and 7 advisers in one office, as of its April 2026 filing.

  1. Access Financial Resources Inc.Current
    – present · 5 years
    Oklahoma City, OK · Adviser representative · Firm CRD 109495

Credentials and registrations

Investment adviser representative registrations

Kelsey Cagle is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Texas, in November 2024.

  • OklahomaSince 25 February 2021
  • TexasSince 20 November 2024

Examinations

Series 6529 January 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Kelsey Nicole Cagle
CRD
7342584
Firm
Access Financial Resources · CRD 109495
Role
Chief Compliance Officer
Office
3621 NW 63RD STREET, SUITE A-1, Oklahoma City, OK 73116
Registration
Investment adviser registration
In the industry since
February 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kelsey Cagle work?

Kelsey Cagle has been Chief Compliance Officer of Access Financial Resources Inc. since January 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 April 2026

Is Kelsey Cagle a financial advisor?

Yes. Kelsey Cagle has a current investment-adviser registration in Oklahoma and Texas, through Access Financial Resources since February 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kelsey Cagle have?

Kelsey Cagle has 5 years in the financial industry, since February 2021, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Kelsey Cagle passed?

Kelsey Cagle passed the Series 65 in January 2021.

Source: IAPD individual record, checked 22 October 2026

Where is Kelsey Cagle based?

Kelsey Cagle’s registered office is in Oklahoma City, OK.

Source: IAPD individual record, checked 22 October 2026

Is Kelsey Cagle registered with FINRA?

No. Kelsey Cagle has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kelsey Cagle’s record?

Search CRD 7342584 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelsey Cagle’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Access Financial Resources

Sources

  1. IAPD individual record, CRD 7342584, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Access Financial Resources Inc., filed 30 April 2026. Title, control and ownership bands.
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