Robert Klefsaas has been President/Chief Compliance Officer/Managing Member of All Star Financial since July 2022, is a control person of the firm and directly owns 75% or more of it.
All Star Financial LLC is a Minneapolis, MN firm with $882M under management, 558 clients and 5 advisers in one office, as of its February 2026 filing.
Robert Klefsaas’ longest registration was 8 years at All Star Financial Inc (2014–2022). Before joining All Star Financial in 2022, Robert Klefsaas was registered through All Star Financial Inc.
- Sequoia Financial Group, L.L.C.Also current– present · under a yearMinneapolis, MN · Adviser representative · Firm CRD 117756
- All Star FinancialCurrent– present · 3 yearsMinneapolis, MN · Adviser representative · Firm CRD 323765
- All Star Financial Inc– · 8 yearsMinneapolis, MN · Adviser representative · Firm CRD 110718
Investment adviser representative registrations
Robert Klefsaas is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in November 2022.
- MinnesotaSince 7 November 2022
- TexasResidentSince 9 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 June 1996 |
| Series 24 | General Securities Principal Examination | 16 December 1992 |
| Series 7 | General Securities Representative Examination | 19 March 1988 |
| Series 22 | Direct Participation Programs Representative Examination | 18 December 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 January 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert John Klefsaas
- CRD
- 1228990
- Firm
- All Star Financial · CRD 323765
- Role
- President/Chief Compliance Officer/Managing Member
- Office
- 3800 AMERICAN BLVD WEST, SUITE 620, Minneapolis, MN 55431
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Klefsaas work?
Robert Klefsaas has been President/Chief Compliance Officer/Managing Member of All Star Financial LLC since July 2022, and is a control person of the firm.
Is Robert Klefsaas a financial advisor?
Yes. Robert Klefsaas has a current investment-adviser registration in Minnesota and Texas, through All Star Financial since November 2022.
How many years of experience does Robert Klefsaas have?
Robert Klefsaas has 12 years in the financial industry, since January 2014, across 3 adviser firms.
What exams has Robert Klefsaas passed?
Robert Klefsaas has passed 6 licensing exams: the Series 6, Series 63, Series 22, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in January 1984.
Where is Robert Klefsaas based?
Robert Klefsaas’ registered office is in Minneapolis, MN.
Is Robert Klefsaas registered with FINRA?
No. Robert Klefsaas has no current broker registration.
How can I verify Robert Klefsaas’ record?
Search CRD 1228990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Klefsaas’ full registration record.