Biographies
 Robert J. Klefsaas
President, CFP®, AIF®
Founder and President of All Star Financial, Bob began his career in money management in 1983, first at Northwest National Bank, then at State Bond Mortgage and Trust Company. Later, he helped build the highly successful partnership of Webb, Markman & Klefsaas, which he left in 1990 to form ASF. To offer expanded services to his clients, Bob co-founded BankVista where he serves as Chairman of the Board. A graduate of St. Olaf College in Northfield, Minnesota, Bob earned a BA degree in Economics, with concentration in Finance, followed by the designation of Certified Financial Planner (CFP®), and has earned the designation of Accredited Investment Fiduciary (AIF®) from Fiduciary 360. Bob currently holds his Life/Health licenses and previously held his NASD Series 7, 63 and 24 licenses.
Mr. Klefsaas has earned the Accredited Investment FiduciaryTM (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility. |
