Peter Scott Melsness
CFP®Professional Summary
Peter Scott Melsness, CFP® is a registered financial advisor currently at SUPERIOR FINANCIAL, LLC located in Rochester, Minnesota. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Peter has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
Biography
Peter is founder and principal owner of Superior Financial. Peter is an advocate of the Fee-Only financial planning model and believes strongly that it is the best approach for delivering financial planning services to the public. Peter is a NAPFA Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™. A native of Minnesota, Peter is married with four children and enjoys an active lifestyle with many interests including, traveling, hiking and spending time with family. Peter is...
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
NAME 305 | SUPERIOR FINANCIAL, LLC
Contact Information
Main Address
3265 19th Street Nw Suite 320, Rochester, MN 55901Phone Number
(507) 316-0160# of Employees
1SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
385AUM (Assets Under Management)
$112,181,935Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
NAME 305 | SUPERIOR FINANCIAL, LLC
State Registrations and Notice Filings
(1/29/2016)
(1/26/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Scott Melsness's CRS (Customer Relationship Summary).
Services Offered by Peter
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
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AMERIPRISE FINANCIAL SERVICES, LLC
