Robert Klefsaas, financial advisor Minneapolis MN
86 score

Robert Klefsaas

CRD Number: 1228990
Current Firm: All Star Financial Inc.

Robert Klefsaas (CRD# 1228990) is an Investment Advisor Representative working at All Star Financial Inc. in Minneapolis, MN and has over 32 years of experience in the finance industry. Robert Klefsaas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
All Star Financial, Inc. Minneapolis, MN Nov 1992 - Current 24
Northland Securities Minneapolis, MN Jul 2007 - Sep 2007 < 1
Askar Corp Bloomington, MN Dec 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jun 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Klefsaas
Phone Number: 952-896-3820
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,505
    MILLIONS
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $1,336,533
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MN, ND, WI

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BADGES
86

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