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
28 years
Location
Kennedy, MN
Capital Analysts
Multi-team
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.
Based on Capital Analysts
Based on Capital Analysts
Wrap Fee Programs charge a bundled flat fee covering advisory, transaction, and clearing costs (exact fees detailed in Wrap Fee Program Brochure). Certain flat fees paid to Lincoln Investment for training and support also exist but are not client fees.
$0 - $133,333: 0.15% or $200 minimum annual fee (the $200 minimum results in a higher effective percentage fee for smaller accounts) $133,334 - $500,000: 0.15% $500,001 - $1,000,000: 0.12% $1,000,001 - $2,000,000: 0.10% $2,000,001+: 0.08%
Minimum fee: Minimum annual administrative fee of $200 assessed monthly ($16.67/month) for Client Custom Portfolios and Advisor Managed Model Portfolios custodied at Pershing. Fee-only: Advisory fees based on assets under management, with negotiable fees up to a maximum of 1.25% annually charged by the Advisor.
Kennedy, MN
Kennedy MN
Advisors at this office
1
Minnesota
28 years of industry experience
Lincoln Investment
2010 - Present • 16 years
Hallock, MN
Great American Advisors, Inc.
2005 - Present • 21 years
Cincinnati, OH
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.
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.
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.
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.
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.
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.
Series 63, Series 66
Hallock, MN
LPL Financial
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.
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.
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