SUPERIOR FINANCIAL, LLC
Firm details
- Headquarters
- ROCHESTER, Minnesota
- CRD number
- 148326
- Registered since
- May 27, 2026
- Website
- superiorfinancialllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.47%
- Individuals33.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Superior Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and provides financial planning and portfolio management for individual clients and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Superior Financial does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Private Funds2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
1 of 1PETER MELSNESS
founder and principal ownerCRD 5130671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, MN
OLMSTED
Location
ROCHESTER, MN
Headquartered in ROCHESTER, MN, anchoring the Rochester-Austin, MN metro in the Midwest.
- Metro area
- Rochester-Austin, MN
- Region
- Midwest
- County
- OLMSTED
- Address
- 3265 19th St NW
- Time zone
- CT (UTC-6)
- Office locations
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