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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-05-20
  • MN RA
    APPROVED
    Since 2026-05-20

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

3800 American Blvd West, Minneapolis, MN 55431 • United States

All Star Financial

3800 American Blvd West Suite 620, Minneapolis, MN 55431 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-09
MN RA APPROVED 2022-11-07
  • TX RA
    APPROVED_RES
    Since 2022-11-09
  • MN RA
    APPROVED
    Since 2022-11-07

Branch Locations

3800 American Blvd West Suite 620, Minneapolis, MN 55431 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
All Star Financial, Inc. Minneapolis MN 11/1992 10/2022
Sequoia Financial Group, Llc Akron OH 05/2026 Present
All Star Financial, Llc Minneapolis MN 10/2022 Present
  • 11/1992 → 10/2022
    All Star Financial, Inc.
    Minneapolis, MN
  • 05/2026 → Present
    Akron, OH
  • 10/2022 → Present
    All Star Financial, Llc
    Minneapolis, MN
Previous Registrations
  • 2014-01-21 → 2022-11-10
    All Star Financial Inc
    Minneapolis, MN
    Bloomington, MN
Other Businesses

BANK VISTA-CHAIRMAN OF THE BOARD HAYS INVESTMENT ADVISORS-FEE ONLY RIA PRESIDENT ALL STAR FINANCIAL -SEC REGISTERED RIA ID INSIGHT, DIRECTOR AND ADVISOR BANK FRAUD SOFTWARE, APPROX 5 HOURS PER MONTH SEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-21
S63 Uniform Securities Agent State Law Examination 1984-02-10
  • S65 Uniform Investment Adviser Law Examination
    1996-06-21
  • S63 Uniform Securities Agent State Law Examination
    1984-02-10
Designations
Other Names
  • Bob Klefsaas

View on SEC IAPD

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