Robert J. Klefsaas

ALL STAR FINANCIAL

Minneapolis, MN 55431

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CRD#: 1228990

Professional summary

Robert John Klefsaas, AIF®, CFP®, who also goes by Bob Klefsaas, is a registered financial advisor currently at ALL STAR FINANCIAL located in Minneapolis, Minnesota.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Klefsaas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BANK VISTA-CHAIRMAN OF THE BOARD HAYS INVESTMENT ADVISORS-FEE ONLY RIA PRESIDENT ALL STAR FINANCIAL -SEC REGISTERED RIA ID INSIGHT, DIRECTOR AND ADVISOR BANK FRAUD SOFTWARE, APPROX 5 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Klefsaas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

November 7, 2022 - Present

ALL STAR FINANCIAL

Office #1: 3800 American Blvd West Suite 620, Minneapolis, MN 55431

RIA

CRD#: 323765

Minneapolis, MN

Past

January 21, 2014 - November 10, 2022

ALL STAR FINANCIAL INC

RIA

CRD#: 110718

MINNEAPOLIS, MN

Past

July 12, 2007 - September 5, 2007

NORTHLAND SECURITIES, INC.

CRD#: 40258

MINNEAPOLIS, MN

Past

December 10, 2004 - December 31, 2006

ASKAR CORP.

CRD#: 7512

BLOOMINGTON, MN

Past

December 2, 2003 - November 5, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

April 1, 1998 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Past

July 21, 1993 - April 1, 1998

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

February 11, 1992 - July 21, 1993

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

November 18, 1986 - February 27, 1992

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 23, 1984 - December 12, 1986

ARM SECURITIES CORPORATION

CRD#: 932

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALL STAR FINANCIAL

ALL STAR FINANCIAL | ALL STAR FINANCIAL LLC

CRD#: 323765 / SEC#: 801-126834

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/7/2022)

IAR

Texas
(11/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/21/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/18/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/16/1992

General Securities Principal Examination

Current Firm

ALL STAR FINANCIAL

ALL STAR FINANCIAL | ALL STAR FINANCIAL LLC

CRD#: 323765 / SEC#: 801-126834

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

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Contact information

Main Address

3800 American Blvd West Suite 620, Minneapolis, MN 55431

Mailing Address

Phone number

(952) 896-3820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

ERISA BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,759
AUM (Assets Under Management)	$ 757,987,510

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert J. Klefsaas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Klefsaas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALL STAR FINANCIAL INC

NORTHLAND SECURITIES, INC.

ASKAR CORP.

MONY SECURITIES CORPORATION

TRUSTED SECURITIES ADVISORS CORP.

VSR FINANCIAL SERVICES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

LPL FINANCIAL LLC

ARM SECURITIES CORPORATION

Primary Firm SEC Registration

ALL STAR FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/1996

Series 63

Date: 2/10/1984

Series 7

Date: 3/19/1988

Series 22

Date: 12/18/1984

Series 6

Date: 1/20/1984

Series 24

Date: 12/16/1992

Current Firm

ALL STAR FINANCIAL

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALL STAR FINANCIAL

TRUST BUT VERIFY

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