Katelyn Michaletz (CRD# 7058832) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 3147258
Avantax Advisory Services
CRD# 3154271
Morgan Stanley
CRD# 2849485
Money Concepts Advisory Service
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dai Wealth LLC | Atlanta, GA | Jul 2023 - Current | < 1 |
| Dai Securities, LLC | Atlanta, GA | Apr 2023 - Current | 1 |
| J K Michaletz Financial Advisory, LLC | Mankato, MN | Jan 2019 - Apr 2023 | 4 |
| Mankato Clinic | Mankato, MN | Nov 2017 - Jan 2019 | 1 |
| Mankato Surgery Center | Mankato, MS | Aug 2016 - Feb 2018 | 1 |
| Mayo Clinic Health Systems | Mankato, MN | Jun 2015 - Dec 2017 | 2 |
| Nrheg Schools | New Richland, MN | Aug 2014 - Aug 2015 | 1 |
| Mayo Clinic Health Systems | Mankato, MN | Jan 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MN
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts1,073ACCOUNTS
-
Average Account Value$142,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.