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VerifiedFinancial Services· Founded 1990

All Star Financial, Llc

Build Wealth. Retain Wealth. All Star Financial is passionate about providing a safer way to a successful retirement for people who are serious about their money but uncertain about how to nurture it. The thought behind All Star is simple — you’ve got a life: a career, a family, a future. Success brings wealth, but managing wealth can be a job in itself — a job requiring a different set of skills than you probably used to acquire your wealth. With your family’s future security at stake, managing your investment portfolio deserves constant, expert attention. With any investment strategy there is a certain degree of risk, but All Star believes in keeping your level of risk low. Using the Nobel Prize-winning Modern Portfolio Theory as a core philosophy with other risk reduction tools, the All Star philosophy is designed to maximize effectiveness and minimize risk. The bottom line results of the All Star process are best summarized in a simple phrase oft used by President Bob Klefsaas — “it’s not how much you make – it’s how much you keep”. Your portfolio is managed to help reduce risk in nearly every type of economic cycle. After all, the overall goal is for you to experience emotional and financial peace, free from volatility.

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HeadquartersMinneapolis, United StatesEmployees28(11 to 50)Annual revenue$1M to <$10MFounded year1990Websiteallstarfinancial.comLinkedIn profileLinkedIn

Verified contacts

20

available on Kipplo

LinkedIn employees

28

11 to 50 range

Open roles

no listings

Distinct roles

16

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at All Star Financial, Llc

16 distinct titles indexed · top 10 shown.

  • 4all star financial
  • 2portfolio manager
  • 1all star financial, llc
  • 1analyst, retirement plans & paraplanner
  • 1associate advisor
  • 1ceo, senior wealth advisor
  • 1client relationship manager
  • 1financial advisor
  • 1intern
  • 1loan officer
  • +6more titles

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