KM
KM

Katelyn Marie Michaletz

2 Years of Experience
Broker
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

150 St Andrews Ct, Suite 210, Mankato, MN, 56001

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Katelyn is a consultant for BeautyCounter Brands, LLC since 2019, selling products to family and friends for a commission. She spends minimal time on this activity.

Employment History
Current Registrations
Dai Wealth, LLC
August 2023 - Present · 2 yrs 6 mos
Dai Securities, LLCBroker
April 2023 - Present · 2 yrs 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.