Peter Melsness, financial advisor Rochester MN

Peter Melsness

CRD Number: 5130671
Current Firm: Superior Financial, LLC

Peter Melsness (CRD# 5130671) is an Investment Advisor Representative working at Superior Financial, LLC in Rochester, MN and has over 16 years of experience in the finance industry. Peter Melsness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Superior Financial, LLC Rochester, MN Oct 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Peter S. Melsness
Phone Number: 507-316-0160
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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