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Brant Terrance Kairies

Investment Adviser Representative at ACCESS FINANCIAL SERVICES, INC.

Minneapolis, MNCRD #2975977Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/23/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 12/29/1997
SIE
Securities Industry Essentials Examination
Passed 2/4/2015
Series 7
General Securities Representative Examination
Passed 12/19/1997
Series 53
Municipal Securities Principal Examination
Passed 2/27/2008
Series 24
General Securities Principal Examination
Passed 11/5/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Balanced/Equity - First $500,0001.00%
Balanced/Equity - Next $500,0000.85%
Balanced/Equity - Next $1,000,0000.70%
Balanced/Equity - Next $1,000,0000.60%
Balanced/Equity - Next $2,000,0000.40%
Balanced/Equity - Over $5,000,0000.20%
Fixed Income - First $500,0000.50%
Fixed Income - Next $500,0000.43%
Fixed Income - Next $1,000,0000.35%
Fixed Income - Next $1,000,0000.30%
Fixed Income - Next $2,000,0000.20%
Fixed Income - Over $5,000,0000.10%
Source

Access Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ACCESS FINANCIAL SERVICES, INC.Current
10/17/2006Minneapolis, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ACCESS FINANCIAL SERVICES, INC.

3 other advisors in the directory

View ACCESS FINANCIAL SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brant Terrance Kairies has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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