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 63, Series 66
Experience Industry experience
37 years
Location
Rochester, MN 55901
STIFEL
Institution
Randy Baker is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with a hunting television show focused on field production during the fall months. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
Rochester, MN 40th Avenue NW
3425 40th Avenue NW, Suite 200
Rochester MN 55901
Advisors at this office
15
Minnesota · Texas
37 years of industry experience
Stifel Nicolaus & Co Inc
2020 - Present • 6 years
Rochester, MN
Wells Fargo Clearing
2016 - 2020 • 4 years
Rochester, MN
WELLS FARGO ADVISORS LLC
2011 - 2016 • 5 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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 15 years of experience in financial advising. He is the sole advisor at Pulse Financial Planning, an independent firm he has led since 2019. Prior to founding Pulse Financial Planning, Elliott worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning serves individual and higher-net-worth clients, offering discretionary portfolio management and subscription-based financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, focusing on diversified asset-class funds and client-specific asset allocation.
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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