Joseph Michaletz, financial advisor Mankato MN
93 score

Joseph Michaletz

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Livonia, MI Oct 2015 - Current 1
Discipline Advisors Mankato, MN Jun 2006 - Current 10
Michaletz Financial Services Mankato, MN Jan 1994 - Current 23
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
Contact Info for Joseph G. Michaletz
Phone Number: 507-625-5876
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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