Superior Financial, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2006
Areas of focus:
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Peter Melsness:
Peter Melsness, CFP®
Peter Melsness is founder and principal of Superior Financial, LLC. He specializes in providing fee-only investment advice, comprehensive financial planning and retirement planning services in Rochester, MN and SE Minnesota.
Peter is a NAPFA registered advisor and holds a Certificate in Financial Planning from the College for Financial Planning. Peter passed the 10-hour CERTIFIED FINANCIAL PLANNER™ certification examination in 2009 and was authorized to use the CFP® mark of distinction in 2010.
A native of Minnesota, Peter is active in the Rochester, MN community and in his church and serves on a number of boards and committees. Peter is married with four young children and enjoys an active lifestyle with many interests including, traveling, running, golf and playing with his kids.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Advisor
* Bachelors of Science, Valparaiso University, 1992
* Masters of Science, Michigan State University, 2001
Will provide references upon request?
Further information about Superior Financial, LLC:
(Size of firm: 0-9 advisors)
To serve as a trusted, fiduciary financial adviser to the individuals, families and businesses we serve using a team approach and providing advice that is objective, affordable and of the highest quality.
Because Superior Financial, LLC does not receive any compensation from the sale of financial products or insurance, we are free to focus our attention entirely on the needs of our clients. We can serve clients who do not need to buy financial products, as well as those who do, by directing them to the best available options for their specific situations.
Many financial advisory firms accept only clients who meet certain net worth or income guidelines. Our services are oriented toward people from all walks of life-not just the wealthy.
Contact Information for Peter Melsness
Phone: (507) 316-0160
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Address for Peter Melsness:
2430 5th Ave. NW
Rochester, MN, 55901
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