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Credentials
Series 66
Experience Industry experience
1 year
Location
Rochester, MN 55901
Equitable Advisors
Institution
Leanna Hain is a financial advisor with Equitable Advisors in Rochester, MN, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2024 and previously supported Registered Representative Kevin Banitt in an administrative role. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing third-party managers and a range of investment products without sponsoring its own wrap fee program.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Rochester, MN
2766 Commerce Drive NW, Suite B
Rochester MN 55901
Advisors at this office
1
Minnesota
1 year of industry experience
Equitable Advisors
2024 - Present • 2 years
New York, NY
Kevin Banitt
2015 - Present • 11 years
Rochester, 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 CFP® professional with 13 years of industry experience, serving as the sole advisor at Superior Financial, LLC since 2008. He holds Series 63 and Series 66 licenses and operates from Rochester, MN. Superior Financial, LLC provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high-net-worth clients. The firm manages approximately $112 million for about 120 clients, offering a subscription planning product for higher-income clients with limited investable assets, and emphasizes strategic asset allocation, diversification, low-cost tax-aware investments, and periodic rebalancing.
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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