Jack Michaletz is a registered investment advisor, based in Mankato, MN, with 14 years of industry experience.
Location
115 St Andrews Ct, Suite 200, Mankato, MN, 56001
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Regulatory History (2)
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Customer Dispute
August 2021Settled
Customer Dispute
January 2021Settled
Other Business ActivitiesSells Insurance
Jack is an Investment Advisor Representative at Waypoint Wealth Strategies, LLC, dedicating about 10-20% of his time, but more during trading. He is also a Financial Advisor/Agent at DAI Agency LLC, selling fixed life insurance, annuities, and long-term care insurance, spending about 10-20% of his time with this activity.
Employment History
Current Registrations
Dai Securities, LLCBroker
April 2018 - Present · 8 yrs
Dai Wealth, LLC
March 2012 - Present · 14 yrs 1 mo
Previous Registrations
Concorde Investment Services, LLCBroker
October 2015 - April 2018 · 2 yrs 6 mos
Triad Advisors, INC.Broker
July 2011 - October 2015 · 4 yrs 3 mos
State Registrations10 states
AZCOFLIAKSMNOHSDTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.