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Daniel Messelt

Advisor at LPL Financial

Updated today

Location

Hallock, MN 56728

Credentials

Series 63, Series 66

Industry experience

23 years

About

Daniel Messelt is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years with Invest Financial Corporation. Messelt also serves on the board of Rhinehart Township, overseeing its operations as a nonprofit board member. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

157 S 2 Nd St S

Hallock, MN 56728

Most active in

Minnesota · North Dakota

Work history

LPL Financial

2018 - Present (8 years)

American Federal Bank

2004 - Present (22 years)

Invest Financial Corporation

2004 - 2018 (14 years)

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 with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a role at Great American Advisors, Inc. in Hallock, MN. Outside of his advisory work, Fossell serves as board treasurer for Hallock Farmers Mutual Fire Insurance and operates a tax preparation service. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with nearly 900 advisors and approximately $18.9 billion in assets under management. The firm serves individuals, employers, retirement plans, charitable organizations, and corporations, offering a range of financial planning and portfolio management services through advisor consultation and programmatic strategies.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar

Jay F

Series 66

Hallock, MN

Cetera

Jay Friedt is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including LPL Financial and Concourse Financial Group Securities Inc. Outside of his advisory role, Friedt is an owner and partner of an accounting firm and serves on the board of directors for a community health center. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement and institutional capabilities with access to model portfolios and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Brett S

CFP®, Series 66

Hallock, MN

Cetera

Brett Sobolik is a CFP® with 13 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services and Concourse Financial Group Securities Inc, and is a partner at the accounting firm Dahl, Hatton, Muir & Reese Ltd. Outside of advising, he is involved in farming, serves as a youth hockey coach, and is a member of the foundation board at Grace Lutheran Church. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Erin P

Series 66

Hallock, MN

LPL Financial

Erin Pollestad is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Her career includes roles at American Federal Bank, Altru Health Systems, and KodaBank. She is also involved in financial institution duties at American Federal Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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