Grant R. Germscheid

ALL STAR FINANCIAL

Minneapolis, MN 55431

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CRD#: 6796264

Professional summary

Grant Robert Germscheid is a registered financial advisor currently at ALL STAR FINANCIAL located in Minneapolis, Minnesota.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Grant has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Grant Germscheid, Sole proprietor; Yes; Minneapolis, MN; Insurance Sales; Independent Insurance Agent; 06/2018; 0/HRS MO; 0/HRS MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Robert Germscheid'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®

None

Experience

Current

April 25, 2024 - Present

ALL STAR FINANCIAL

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

RIA

CRD#: 323765

Minneapolis, MN

Past

February 2, 2023 - February 23, 2024

BLUESTEM WEALTH PARTNERS, LLC

RIA

CRD#: 324489

MINNETONKA, MN

Past

January 14, 2022 - February 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Minnetonka, MN

Past

January 14, 2022 - February 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minnetonka, MN

Past

January 4, 2021 - February 2, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

PLYMOUTH, MN

Past

January 4, 2021 - February 2, 2022

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH, MN

Past

December 2, 2019 - January 6, 2021

PFG ADVISORS

RIA

CRD#: 173344

Mankato, MN

Past

December 11, 2018 - January 12, 2021

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MANKATO, MN

Past

September 20, 2018 - January 12, 2021

SECURITIES AMERICA, INC.

CRD#: 10205

MANKATO, MN

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
(4/25/2024)

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 66

Date: 11/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2018

General Securities Representative 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

Grant R. Germscheid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Robert Germscheid's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUESTEM WEALTH PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PFG ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

ALL STAR FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2018

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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