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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALL STAR FINANCIAL

ALL STAR FINANCIAL LLC, CRD 323765

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32914646-829b-bfab-ca79-57f08a1c388b

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Oct 6, 2022 to Feb 6, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $882MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $882M
Private client RAUM: $683MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $176Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,839
Individual clients: 353
High net worth clients: 188
SEC number: 801-126834
CRD: 323765
Filings on the tape: 12
First filed: Oct 6, 2022
Latest filed: Feb 6, 2026
Organised: Limited Liability Company, MN
Website: allstarfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Connie Marie Biselx	n/a	MINNEAPOLIS, MN	0	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KLEFSAAS, ROBERT, JOHN	PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	yes	07/2022	Oct 6, 2022	Aug 22, 2024
BERHOW, MATTHEW, ALAN	Member	B	no	07/2022	Oct 6, 2022	Aug 22, 2024
Gardner, Eric, James	Member	A	no	01/2024	Mar 18, 2024	Aug 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
Bankvista	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 6, 2026	$882M	$882M	14	5	n/a	n/a
2024	Mar 24, 2025	$758M	$758M	13	4	n/a	n/a
2023	Mar 18, 2024	$724M	$724M	13	4	n/a	n/a
2022	Feb 16, 2023	$680M	$680M	15	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$882M	$758M	16.3%	$680M	9.1%	14	13	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALL STAR FINANCIAL INC	5	Nov 10, 2022	Nov 7, 2022	MINNEAPOLIS, MN	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (7)

← Connie Marie BiselxAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← Grant Robert GermscheidAdvisorregistration: current employment
Apr 25, 2024 to presentfactForm ADV
← ROBERT JOHN KLEFSAASAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← MATTHEW ALAN BERHOWAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← Eric James GardnerAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← Elliot Washburn SyversonAdvisorregistration: previous registration
Nov 7, 2022 to Feb 15, 2024factForm ADV
← SAMUEL DAVID SEXTONAdvisorregistration: previous registration
Nov 7, 2022 to Sep 12, 2023factForm ADV

Controls (1)

← KLEFSAAS, ROBERT, JOHNOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER, ownership code E, individual
Oct 6, 2022 to Aug 22, 2024factForm ADV

Owns (2)

← BERHOW, MATTHEW, ALANOwnerMEMBER, ownership code B, individual
Oct 6, 2022 to Aug 22, 2024factForm ADV
← Gardner, Eric, JamesOwnerMEMBER, ownership code A, individual
Mar 18, 2024 to Aug 22, 2024factForm ADV

Moved with (1)

← ALL STAR FINANCIAL INCRegistered adviser5 advisors, firm absorbed, same day
Nov 10, 2022 to Nov 7, 2022factForm ADV

Dated events

Occurred
Feb 15, 2024
Advisor changed firm
Elliot Washburn Syverson left All Star Financial for Guardian Wealth Advisors, Llc (registered 2025-01-29)
Form ADVobserved 6 days ago
Occurred
Sep 12, 2023
Advisor changed firm
Samuel David Sexton left All Star Financial for Guardian Wealth Advisors, Llc (registered 2024-01-08)
Form ADVobserved 6 days ago
Occurred
Nov 10, 2022
Firm absorbed
All Star Financial Inc's advisors moved to All Star Financial (Minneapolis, MN): 5 of 5 registered, on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Oct 6, 2022
First Form ADV filing
All Star Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32914646-829b-bfab-ca79-57f08a1c388b
First observed: Oct 6, 2022
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALL STAR FINANCIAL

ALL STAR FINANCIAL LLC, CRD 323765

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32914646-829b-bfab-ca79-57f08a1c388b

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Connie Marie Biselx

n/a

MINNEAPOLIS, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KLEFSAAS, ROBERT, JOHN

PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

07/2022

Oct 6, 2022

Aug 22, 2024

BERHOW, MATTHEW, ALAN

Member

07/2022

Oct 6, 2022

Aug 22, 2024

Gardner, Eric, James

Member

01/2024

Mar 18, 2024

Aug 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

Bankvista

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$882M

n/a

2024

Mar 24, 2025

$758M

n/a

2023

Mar 18, 2024

$724M

n/a

2022

Feb 16, 2023

$680M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$882M

$758M

16.3%

$680M

9.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALL STAR FINANCIAL INC

Nov 10, 2022

Nov 7, 2022

MINNEAPOLIS, MN

Firm absorbed

RIA to RIA

100.0%