CM
CM

Christine Ellen Michaletz

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christine is the COO and Investment Advisor Rep for DAI Wealth INC. and COO for DAI Agency, Inc., an insurance agency, taking up a full-time commitment for DAI Wealth INC. and a few hours per week for DAI Agency, Inc. Christine also manages several LLCs related to properties, aircraft, land management, a gun and archery club, and other holdings, dedicating minimal time to each.

Employment History
Current Registrations
Dai Securities, LLCBroker
April 2018 - Present · 7 yrs 10 mos
Dai Wealth, LLC
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Concorde Investment Services, LLCBroker
October 2015 - April 2018 · 2 yrs 6 mos
Triad Advisors, INC.Broker
March 2013 - October 2015 · 2 yrs 7 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.