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Katelyn Marie Michaletz

DAI Wealth, LLC

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About Katelyn Marie Michaletz

Katelyn Michaletz is a registered investment advisor representative (IAR) at DAI Wealth, LLC. Katelyn has been in the industry for approximately three years. She holds the Series 66, 7TO and SIE licenses. Katelyn is also registered with the state of Minnesota. Prior to joining DAI Wealth, LLC, Katelyn was employed by J K Michaletz Financial Advisory, LLC in Mankato, MN. Katelyn also has experience in the healthcare industry.

Firm Information

Katelyn Michaletz is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Katelyn Michaletz’s Registration & Firm History

GA

08/03/2023 - Present

DAI Wealth, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katelyn Marie Michaletz.
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