Unclaimed Profile

Robert John Klefsaas

ALL STAR FINANCIAL LLC·MINNEAPOLIS, Minnesota

Series 6, Series 7, Series 22, Series 24, Series 63, Series 6512 years registeredALL STAR FINANCIAL LLC

3800 AMERICAN BLVD WEST, MINNEAPOLIS, MN 55431CRD# 1228990Firm CRD# 323765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Klefsaas · MINNEAPOLIS, MN

Registration

CRD #1228990 · ALL STAR FINANCIAL LLC · 12 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

May 2026 – present

ALL STAR FINANCIAL

Nov 2022 – present

ALL STAR FINANCIAL INC

Jan 2014 – Nov 2022

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · January 21, 2014

Years registered · 12

Disclosure History

2001Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALL STAR FINANCIAL LLC

CRD 323765 · SEC 801-126834

AUM

$724M

Regulatory assets under management

Employees

1,819 client accounts

Services offered by ALL STAR FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALL STAR FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Robert John Klefsaas offer?

Robert John Klefsaas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Robert John Klefsaas's credentials?

Robert John Klefsaas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Klefsaas located?

Robert John Klefsaas is based in MINNEAPOLIS, Minnesota, working with ALL STAR FINANCIAL LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Robert John Klefsaas charge for services?

Robert John Klefsaas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALL STAR FINANCIAL LLC?

ALL STAR FINANCIAL LLC has approximately 14 employees and manages $724M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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