Katelyn Marie Michaletz

Employer firm

Dai Wealth, LLC CRD 138938

$330M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 04/2023
  J K Michaletz Financial Advisory, Llc
  Mankato, MN
• 08/2016 → 02/2018
  Mankato Surgery Center
  Mankato, MN
• 11/2017 → 01/2019
  Mankato Clinic
  Mankato, MN
• 06/2015 → 12/2017
  Mayo Clinic Health Systems
  Mankato, MN
• 04/2023 → Present
  Dai Securities, Llc
  Atlanta, GA
• 07/2023 → Present
  Dai Wealth Llc
  Atlanta, GA

Other Businesses

1)BeautyCounter Brands, LLC Consultant: non investment-related. I started a relationship with them in June of 2019. I became a brand advocate with them as I use their products and wanted a discount. I do sell to family and friends, and receive a 1099 each year for those commissions. I spend probably 1-2 hours a month on that business, and none during trading hours. 2) Waypoint Wealth Strategies; Investment Related; Mankato, MN; Registered Assistant; June 2025; 40+ hours, 40+ hours; Registered Assistant for branch of DAI Securities and DAI Wealth

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03

Other Names

• Kate Krinke