Christine Ellen Michaletz

Current Employers

Employment History

• 05/2011 → Present
  Discipline Advisors, Inc.
  Mankato, MN
• 10/2015 → 04/2018
  Concorde Investment Services, Llc
  Livonia, MI
• 04/2018 → Present
  Lewis Financial Group, L.C.
  Shreveport, LA

Other Businesses

1-DAI Wealth INC.; INVESTMENT RELATED; 2200 Century Pkwy, NE Suite 435 Atlanta GA 30345; COO and Investment Advisor Rep; 05/2011; 160 HRS/MONTH; 8 HRS PER TRADING DAY; OVERSEES BUSINESS OPERATIONS. 2-DAI AGENCY, INC.; INVESTMENT RELATED; 150 ST. ANDREWS CT., SUITE 210, MANKATO, MN 56001; COO; 05/2011; 10 HRS/MONTH; 1 HR PER TRADING DAY; INSURANCE AGENCY; OVERSEES BUSINESS OPERATIONS 3-MICHALETZ PROPERTIES LLC; NON-INVESTMENT RELATED; 150 ST. ANDREWS CT. SUITE 210, MANKATO, MN 56001; MANAGER; 4/2006; 1 HR/MONTH; 0 HRS PER TRADING DAY; COMMERCIAL PROPERTY; RECEIVES COMPENSATION FROM RENTAL INCOME; MANAGES AND OVERSEES PROPERTY AND TENANTS. 4-M&M AIRCRAFT, LLC; NON-INVESTMENT RELATED; 150 ST. ANDREWS CT., SUITE 210, MANKATO, MN 56001; MANAGER; 6/2003; 1 HR/MONTH; 0 HRS PER TRADING DAY; AIRCRAFT OWNERSHIP AND RENTAL; RECEIVES COMPENSATION FROM RENTAL INCOME THROUGH AIRCRAFT HOURS LEASED TO OUR OTHER BUSINESS ENTITIES. 5-MICHALETZ LAND MANAGEMENT LLC; NON INVESTMENT RELATED; 150 ST. ANDREWS CT. SUITE 210, MANKATO, MN 56001; 01/2020; 10 HRS/MONTH; 0 HRS PER TRADING DAY; MANAGE TIMBER LAND & RENTAL HOMES; MANAGER; RECEIVES COMPENSATION FROM TIMBER SALES & RENTAL INCOME; MANAGE PROPERTY AND WORK WITH FORESTER AND LOGGERS. 6-DAI Holdings, LLC; non-investment related; entity formed to hold ownership interest in DAI Securities, LLC; DAI Wealth, Inc; and DAI Agency, Inc. 150 St. Andrews Ct., Suite 210, Mankato, MN 56001; owner; 02/2018; 1 hour per month, 0 during trading day. 7-River Ridge Gun & Archery Club, LLC- non-investment related; entity formed sept.2018 to operate as a shooting club and hold Federal Firearms License; 150 St. Andrews Court, Suite 210, Mankato, MN; Manager; 1 hour per month, 0 during trading hours 8-Discipline Advisors, LLC; investment related; entity formed to manage office overhead for branch office of BD and RIA; 150 St. Andrews Court, Suite 210, Mankato, MN 56001; member; 09/2019; 1 hour per month, 0 during trading day. Oversees Business Operations 9-Michaletz Holdings, LLC; non-investment related. entity formed to hold ownership interest in Discipline Advisors, LLC, Michaletz Properties, LLC, M&M Aircraft, LLC, Michaletz Land Management, LLC, 10-C & J Holdings, LLC, non-investment related, 150 St. Andrews Court, Suite 210, Mankato, MN 56001; owner; 2020; 0 hour per month, 0 during trading day. 11- Yellowstone Ave, LLC non-investment related, 150 St. Andrews Court, Suite 210, Mankato, MN 56001; owner; 2020; 0 hour per month, 0 during trading day. 12 -Salt Camp, LLC, non-investment related, 150 St. Andrews Court, Suite 210, Mankato, MN 56001; owner; 2020; 0 hour per month, 0 during trading day. 13- Apex Guns and Ammo, LLC; Not investment related; Powell, WY; Federal Firearms License; Manager; 09/2025; 5 hours; 5 hours; sales and transfers of firearms and ammunition. 14- BDP Special Situations Fund; Investment Related; Powell, WY; Partner; 3/2026; 0 hours; 0 hours; Equity owner to help investments in BDP Holdings. 15- MMRE LLC; Not Investment Related; Powell, WY; Partner; 3/2026; 5 hours; 5 hours; Review distressed loans for Farmers from banks to purchase

Exams

• S66 Uniform Combined State Law Examination
  2014-11-24

Other Names

• Christine Ellen Engman