Katelyn Marie Michaletz
Investment adviser representative at Dai Wealth, LLC
11 yearsExperience
1 stateRegistered in
$330MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Dai Wealth, LLCJul 2023 to now
- Dai Securities, LLCApr 2023 to now
- J K Michaletz Financial Advisory, LLCJan 2019 to Apr 2023
- Mankato ClinicNov 2017 to Jan 2019
- Mankato Surgery CenterAug 2016 to Feb 2018
- Mayo Clinic Health SystemsJun 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dai Wealth, LLC
$330MAssets managed
1,537Clients
25Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7058832
- Firm CRD
- 138938