Joseph MichaletzCRD Number: 1327534
Current Firm: Discipline Advisors, Inc.
Joseph Michaletz (CRD# 1327534) is an Investment Advisor Representative working at Discipline Advisors, Inc. in Mankato, MN and has over 33 years of experience in the finance industry.
Securian Financial Services, Inc.
Park Avenue Securities LLC
Northwestern Mutual Investment Services,llc
|Concorde Investment Services, LLC||Livonia, MI||Oct 2015 - Current||2|
|Discipline Advisors||Mankato, MN||Jun 2006 - Current||11|
|Michaletz Financial Services||Mankato, MN||Jan 1994 - Current||24|
|Triad Advisors, Inc.||Norcross, GA||Apr 2006 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management112MILLIONS
Total Number of Accounts329ACCOUNTS
Average Account Value$339,203
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, MN, MO, NV, TX