Jay Friedt
Jay Friedt is a registered investment advisor at Cetera Investment Advisers LLC, based in Hallock, MN, with 7 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 East Broadway, Hallock, MN, 56728
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is affiliated with Sobolik Financial Group, an insurance agency selling various insurance products, dedicating about a third of his time to this. He also serves as an owner/partner of an accounting firm (full-time), a board member for a community health center, a finance council member for a church, and a member manager for a real estate entity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.