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Daniel R Messelt

Advisor at LPL Financial — Hallock, MN

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Hallock, MN 56728

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Daniel Messelt is a financial advisor with LPL Financial in Hallock, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years at Invest Financial Corporation and over two decades at American Federal Bank. He serves as a non-profit board member for Rhinehart Township, contributing to the local community governance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Hallock, MN

157 S 2nd St S

Hallock MN 56728

Advisors at this office

2

Most active in

Minnesota · North Dakota

Work history

23 years of industry experience

LPL Financial

2018 - Present • 8 years

East Grand Forks, MN

American Federal Bank

2004 - Present • 22 years

East Grand Forks, MN

Invest Financial Corporation

2004 - 2018 • 14 years

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald F

Series 63, Series 66

Kennedy, MN

Capital Analysts

Ronald Fossell is a financial advisor at Capital Analysts with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment and Great American Advisors, Inc. alongside his advisory role. Fossell serves as treasurer on the board of Hallock Farmers Mutual Fire Insurance and owns a tax preparation business. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients including high-net-worth individuals, trusts, and charitable organizations. The firm utilizes an in-house investment management team with a proprietary mutual fund screening process and maintains institutional relationships that support a range of cash sweep and advisory services.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Jay F

Series 66

Hallock, MN

Cetera

Jay Friedt is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Concourse Financial Group Securities. Outside of his advisory role, Friedt is an owner and partner at an accounting firm and serves on the board of a community health center. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brett S

CFP®, Series 66

Hallock, MN

Cetera

Brett Sobolik is a CFP® with 14 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services since 2025 and has held positions at Dahl, Hatton, Muir & Reese Ltd and Concourse Financial Group Securities Inc. Additionally, Sobolik is the principal of Sobolik Financial Group, an insurance agency offering life, disability, business overhead insurance, and fixed annuity products. Outside of advisory work, he is involved in farming, partners in an accounting firm, volunteers as a youth hockey coach, and serves on a church foundation board. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Erin P

Series 66

Hallock, MN

LPL Financial

Erin Pollestad is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has prior experience at American Federal Bank, Altru Health Systems, and KodaBank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by advanced research tools and a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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