Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Rochester, MN 55904
Choreo, LLC
Multi-team
Graham Fisher is a financial advisor at Choreo, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Choreo, he worked at RSM US LLP from 2021 to 2024. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Based on Choreo, LLC
Financial Planning fees typically fixed fee basis; OCIO services flat fees from $15,000 to $1,000,000 annually; one-time OCIO setup fees $5,000 to $100,000; 1031 Exchange planning and implementation fees charged per project basis
Insurance product commissions for certain advisors; trailing commissions from past variable annuity sales
Wealth Management Consulting services hourly fees range $100 to $600 per hour; Opportunity Zone consulting fees may be hourly
Account minimum: $1,000,000 Minimum fee: Annual minimum fee of $8,000, may be waived or reduced at discretion Fee-only: Financial Planning fees typically fixed fee basis; Wealth Management Consulting fees fixed or hourly ($100-$600/hr)
Rochester, MN
310 Broadway Ave S, Suite 200
Rochester MN 55904
Advisors at this office
3
Minnesota
1 year of industry experience
Choreo, LLC
2024 - Present • 2 years
Rochester, MN
Rsm Us Llp
2021 - 2024 • 3 years
Rochester, MN
Unemployed Student
2020 - 2021 • 1 year
Cleveland, TN
Dominium Inc.
2020 - 2020 • 1 year
Plymouth, MN
Unemployed Student
2019 - 2020 • 1 year
Cleveland, TN
MG McGrath
2019 - 2019 • 1 year
Maplewood, MN
Unemployed Student
2018 - 2019 • 1 year
Cleveland, TN
MG McGrath
2018 - 2018 • 1 year
Maplewood, MN
Unemployed Student
2017 - 2018 • 1 year
Cleveland, TN
Jerry's Foods
2017 - 2017 • 1 year
Hudson, WI
Unemployed Student
2014 - 2017 • 3 years
Cleveland, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Rochester, MN
Superior Financial, LLC
Peter Melsness is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Superior Financial, LLC since 2008. The firm provides fee-only financial planning and investment advisory services to individual and high-net-worth clients, emphasizing strategic asset allocation, broad diversification, and tax-efficient investments. Superior Financial manages approximately $112 million in discretionary assets and offers tailored planning solutions for higher-income clients with limited investable assets.
CFP®, Series 66
Rochester, MN
Mako Wealth Group
CFP®, Series 63, Series 66
Byron, MN
Vision Financial Planning LLC.
Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.
CFP®, Series 63, Series 65
Rochester, MN
Adviser Financial Group, Inc
Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.
CFP®, Series 63, Series 66
Rochester, MN
Pulse Financial Planning
Matthew Elliott is a CFP® professional with 16 years of industry experience. He has worked at Pulse Financial Planning since 2019 and previously held roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning is an independent advisory firm based in Rochester, MN, serving individual and higher-net-worth clients with discretionary portfolio management and subscription-style financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified asset-class funds and client-specific investment policy statements.
Series 65
Rochester, MN
Ataraxis Financial
Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.
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