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Bob Klefsaas
Algemeen Directeur bij All Star Financial, Inc. (Minnesota)
Profiel
Mr. Robert J.
Klefsaas is a Chief Executive Officer & Senior Wealth Manager at All Star Financial, Inc. (Minnesota).
Mr. Klefsaas founded All Star Financial after beginning his money management career in 1983, first at Northwest National Bank in Minneapolis, then at State Bond Mortgage and Trust Company.
He later helped build the money management firm Webb, Markman and Klefsaas before starting All Star Financial in 1990.
He earned a BA in Economics with a concentration in Finance from St. Olaf College in Northfield, Minnesota.
He also holds a Certified Financial Planner designation, which is helpful in meeting the needs of individual investors.
In addition, he has earned the designation of Accredited Investment Fiduciary, important in helping All Star deliver services to corporate plans.
He recently earned the Certified Financial Divorce Specialist designation, which is helpful in providing financial advice to individuals going through a divorce.
Actieve functies van Bob Klefsaas
Bedrijven | Functie | Begin |
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All Star Financial, Inc. (Minnesota)
![]() All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Algemeen Directeur | 01-01-1990 |
Eerdere bekende functies van Bob Klefsaas
Bedrijven | Functie | Einde |
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State Bond & Mortgage LLC
![]() State Bond & Mortgage LLC Investment ManagersFinance State Bond & Mortgage LLC provides investment advisory services. The private company is based in Chevy Chase, MD and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Northwest National Bank (Fayetteville, Arkansas) | Corporate Officer/Principal | - |
Opleiding van Bob Klefsaas
St. Olaf College | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Northwest National Bank (Fayetteville, Arkansas) | Finance |
State Bond & Mortgage LLC
![]() State Bond & Mortgage LLC Investment ManagersFinance State Bond & Mortgage LLC provides investment advisory services. The private company is based in Chevy Chase, MD and has subsidiaries in the United States. | Finance |
All Star Financial, Inc. (Minnesota)
![]() All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Finance |