Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack James Michaletz is a financial advisor registered with DAI Wealth, LLC. Jack has been in the industry since 2011, offering a range of services including financial planning and portfolio management for individuals. Jack is licensed in several states, including Arizona, Colorado, Florida, Iowa, Kansas, Minnesota, South Dakota, Texas and Wisconsin. Jack also provides financial services through Discipline Advisors, Inc and J.G. Michaletz Agency, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
GA
12/16/2013 - Present
DAI Wealth, LLC (ATLANTA GA)
MN
10/16/2015 - 04/17/2018
CONCORDE INVESTMENT SERVICES, LLC (Mankato MN)
MN
07/28/2011 - 10/22/2015
TRIAD ADVISORS, INC. (MANKATO MN)
BOTH
Issued 11/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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