Matthew Rich has been an investment adviser representative at Access Financial Services since September 2025, and is not listed among the firm’s executive officers or direct owners. Matthew Rich holds a Bachelor of Arts in Communication Studies and Political Science from Gustavus Adolphus College and a Juris Doctor from William Mitchell College of Law.
Access Financial Services, Inc. is a Minneapolis, MN firm with $438M under management, 322 clients and 4 advisers in one office, as of its February 2026 filing.
Matthew D. Rich is Financial Advisor of Access Financial Services, Inc., based in Bloomington, MN. He joined the firm in 2025 and has been doing comprehensive planning for clients since 2008, guiding families and business owners through investments, estate planning, tax strategy and wealth transfer. He is a licensed attorney.
Matthew Rich’s longest registration was 3 years at Carlson Capital Management, LLC (2017–2021). Before joining Access Financial Services in 2025, Matthew Rich was registered through Carlson Capital Management, LLC.
- – present · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 115361
- Carlson Capital Management, LLC– · 3 yearsNorthfield, MN · Adviser representative · Firm CRD 281544
Professional designations
Listed by Access Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Rich is registered as an investment adviser representative in Minnesota, since September 2025.
- MinnesotaSince 23 September 2025
Examinations
No examinations are on Matthew Rich’s record.
- CRD
- 6837867
- Firm
- Access Financial Services · CRD 115361
- Office
- 1650 WEST 82ND STREET, SUITE 850, Minneapolis, MN 55431
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- accessafs.com
Where does Matthew Rich work?
Matthew Rich is an investment adviser representative registered through Access Financial Services, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Rich a financial advisor?
Yes. Matthew Rich has a current investment-adviser registration in Minnesota, through Access Financial Services since September 2025.
How many years of experience does Matthew Rich have?
Matthew Rich has 5 years in the financial industry, since October 2021, across 2 adviser firms.
Where did Matthew Rich work before Access Financial Services?
Before Access Financial Services, Matthew Rich was registered through Carlson Capital Management, LLC, August 2017 to July 2021.
Where is Matthew Rich based?
Matthew Rich’s registered office is in Minneapolis, MN.
Is Matthew Rich registered with FINRA?
No. Matthew Rich has no current broker registration.
Is Matthew Rich a CFP?
Access Financial Services lists Matthew Rich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Rich’s record?
Search CRD 6837867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Rich’s full registration record.
