Superior Financial, LLC

Superior Financial, LLC (CRD# 148326) is a financial advisory firm headquartered in Rochester, MN. They manage $23,518,118 in 353 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $66,624
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, MN, WI

Financial Advisors at Superior Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter S. Melsness
CRD#: 5130671
3265 19th Street Nw, #320, Rochester, MN 55901
96
Wealthminder
score

Peter Melsness (CRD# 5130671) is an Investment Advisor Representative working at Superior Financial, LLC in Rochester, MN and has over 10 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.

2
Eaton L. Miller
CRD#: 4753757
3265 19th Street Nw, #320, Rochester, MN 55901
96
Wealthminder
score

Eaton Miller (CRD# 4753757) is an Investment Advisor Representative working at Superior Financial, LLC in Rochester, MN and has over 12 years of experience in the finance industry. Eaton Miller 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.

3
Timothy J. Martens
CRD#: 6679288
3265 19th Street Nw, #320, Rochester, MN 55901
90
Wealthminder
score

Timothy Martens (CRD# 6679288) is an Investment Advisor Representative working at Superior Financial, LLC in Rochester, MN and has 1 year of experience in the finance industry.

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