All Star Financial

Connie Biselx is a financial advisor at All Star Financial in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Merrill and Thrivent Investment Management Inc. Outside of finance, she was involved with Unglued for over a decade. All Star Financial offers personalized financial planning, tax preparation by in-house CPAs, and investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation and global diversification across risk-based model portfolios.

Robert Klefsaas is a CFP® professional with 12 years of industry experience, currently serving at All Star Financial in Minneapolis, MN. He has been with the All Star Financial organization since 1992, including its predecessor and current entity. Outside of his advisory role, Klefsaas is chairman of the board at Bank Vista and serves as a director and advisor for ID Insight, a bank fraud software company. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management to a range of clients including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation and offers globally diversified, risk-based model portfolios.

Eric Gardner is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with All Star Financial, where he has worked since 2022, following prior roles at Kowalski Financial, Riversource Distributors Inc., and Ameriprise Financial Services. All Star Financial offers personalized financial planning, tax preparation by in-house CPAs, and discretionary and non-discretionary investment management to a diverse client base including individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach utilizes Modern Portfolio Theory with a core-and-satellite framework and four risk-based model portfolios featuring global diversification and periodic rebalancing.

Matthew Berhow is a financial advisor at All Star Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and Affiance Financial. In addition to his advisory work, he is licensed as an insurance agent selling fixed life, health, disability, annuities, long-term care, and life settlements. All Star Financial offers personalized financial planning, tax preparation, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-based model portfolios that are periodically rebalanced.

Grant Germscheid is a financial advisor at All Star Financial in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at BlueStem Wealth Partners, Ameriprise, LPL Financial, and other firms. He also operates as an independent insurance agent through a sole proprietorship. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management services to a range of clients including individuals, qualified retirement plans, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with risk-based model portfolios, global diversification, and strategic asset allocation.