Peter Melsness

Peter Melsness

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
  • Securities
  • 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:

Fee-only

Licenses, Certifications & Affiliations:

CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Advisor

Education:

* Bachelors of Science, Valparaiso University, 1992
* Masters of Science, Michigan State University, 2001

Will provide references upon request?

Yes


Further information about Superior Financial, LLC:

Superior Financial, LLC

(Size of firm: 0-9 advisors)

Mission Statement:
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
Please support us by letting this adviser know you found them through Boomerater

Address for Peter Melsness:
2430 5th Ave. NW
Rochester, MN, 55901

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Peter Melsness contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size