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.
7-day free trial · no credit card
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
Sign up free to see all 20 verified contacts at All Star Financial, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- MB
Matt Berhow
Senior Wealth Manager · Finance & Accounting
EmailPhone - CS
Carrissa Skayer
Senior Client Services Associate · Customer/Client Service
EmailPhone - DE
David Engelsgaard
Tax Specialist · Finance & Accounting
EmailPhone - HE
Haley Ewals
Associate Advisor · Finance & Accounting
EmailPhone - BK
Bob K.
CEO, Senior Wealth Advisor · Finance & Accounting
EmailPhone - EK
Ellen K.
President of First Impression · Other
EmailPhone - GG
Grant Germscheid
all Star Financial · Other
EmailPhone - MH
Melissa Hornung
all Star Financial · Other
EmailPhone - KW
Ken Wax
Owner · General Business & Management
EmailPhone
Showing 9 of 20 verified contacts
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
Sign up to unlock all 20 contacts at All Star Financial, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 20 verified contacts at All Star Financial, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.