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Superior Financial, LLC

Superior Financial, LLC | Financial Advisor in Rochester ,MN
Peter Melsness

Peter Melsness
CERTIFIED FINANCIAL PLANNER™ Certificant



"Helping you navigate your financial future"


Address:
2430 5th Avenue NW
Rochester, MN 55901

Map it | Directions | Website


(507) 205-9413

6 Years of Experience

  • Series 63, 66
  • CRD# 148326

Offers & Pledges

  • I provide a free initial consultation:

Located in Rochester, MN and serving SE MN, Peter
Melsness, CFP® is a FEE-0NLY financial planner providing
comprehensive financial planning and investment advice.
My practice specializes in helping clients achieve their
financial goals through unbiased advice and low-cost
solutions.


  • HighLights

HIGHLIGHTS


General Information
Firm Start Year: 2008
States Licensed in: MN
Number of Years with Current Firm: 4
I work with the following types of clients: Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
 
 

Services
Investment Types: Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships
Financial Organization Memberships: National Association of Personal Financial Advisors (NAPFA)
 
Firm Information
Number of Advisors in Office: Up to 10 employees
 

Compliance
Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
I am an acknowledged fiduciary: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record
 

Compensation & Fees
Fee Structure: I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts: $25000
Compensation Methods: Based on Assets
 

Articles

New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more

Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting national - and world - economy, job losses, pay cuts and a tough employment market. It can certainly be difficult to see the good in those circumstances, but helpful things can come out of these challenging times. You don't need to be a Pollyanna, but taking a practical look at how the recession affects your personal finances can show that there are some positives. more

2010 is the last year for certain tax breaks
Many credits that saved Americans thousands of dollars on their 2009 tax returns are also good for 2010. The federal credits being extended through 2010 will impact workers, families, college students, low-income taxpayers and homeowners who make green improvements. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Communities Served

  • MN
  • WI
  • IL
  • MI
  • IA
  • SD
  • ND
  • NE
  • CA
  • FL

Market Watch


 
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