Peter S. Melsness
SUPERIOR FINANCIAL
Rochester, MN 55901
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CRD#: 5130671
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.
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 active in the Rochester community serving on a number of boards while striving to live out his personal financial mantra:
Live Healthy. Give Generously. Protect you and your loved ones. Save early and often. Spend the rest to enjoy life!
EDUCATION and TRAINING
Bachelor of Science, Valparaiso University, Valparaiso, IN
Masters of Science, Michigan State University, East Lansing, MI
Certificate in Financial Planning, College for Financial Planning, Denver, CO
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Investment Advice without Ongo...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
Peter Scott Melsness is the owner of PSM Properties, LLC, which manages investment properties personally owned by Mr. Melsness. Superior Financial, LLC always acts in the best interest of the client and clients are in no way required to the services of any representative of Superior Financial, LLC in connection with such individual's activities outside of Superior Financial, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Scott Melsness's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
September 24, 2013 - Present
SUPERIOR FINANCIAL, LLC
Office #1: 3265 19th Street Nw Suite 320, Rochester, MN 55901RIA
CRD#: 148326
Rochester, MN
Past
May 22, 2006 - September 30, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
ROCHESTER, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(1/29/2016)
IAR
Wisconsin(2/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SUPERIOR FINANCIAL, LLC
NAME 305 | SUPERIOR FINANCIAL, LLC
CRD#: 148326 / SEC#:
Iowa
Registered Investment Advisory firm - (11/12/2019 Terminated)Minnesota
Registered Investment Advisory firm - (10/29/2008 Approved)Texas
Registered Investment Advisory firm - (11/30/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (2/22/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3265 19th Street Nw Suite 320, Rochester, MN 55901
Mailing Address
Phone number
(507) 316-0160
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 221 |
| AUM (Assets Under Management) | $ 90,975,837 |
Red Flags
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Company Information
SUPERIOR FINANCIAL, LLC
CRD#: 148326Rochester, MN 55901TRUST BUT VERIFY
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