Katelyn
Michaletz
Dai Wealth, LLC
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About this Advisor
Katelyn Michaletz is a financial advisor based in Mankato, Minnesota, working with Dai Wealth, LLC. Katelyn has previously held positions at J K Michaletz Financial Advisory, LLC, Mankato Surgery Center, Mankato Clinic, Mayo Clinic Health Systems, Nrheg Schools, Dai Securities, LLC, and Dai Wealth LLC. Katelyn has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Katelyn is part of Dai Wealth, LLC, which operates out of Mankato, Minnesota. The firm has 9 offices and 28 employees. The firm manages assets totaling $152.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Dai Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dai Wealth, LLC Brokerage Details
$152,547,774
28
1,073
$142,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Katelyn Michaletz Work History
Dai Securities, LLC
Dai Wealth LLC
J K Michaletz Financial Advisory, LLC
Mankato Clinic
Mankato Surgery Center
Mayo Clinic Health Systems
Nrheg Schools
Mayo Clinic Health Systems
Disclosures
Please visit the SEC profile of Katelyn Michaletz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dai Wealth, LLC
Atlanta, GA
Mankato, MN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Hingham, MA
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