Joseph Gerard Michaletz

Current Employers

Employment History

• 01/1994 → Present
  Michaletz Financial Services
  Mankato, MN
• 06/2006 → Present
  Dai Wealth, Llc
  Atlanta, GA
• 10/2015 → 04/2018
  Concorde Investment Services, Llc
  Livonia, MI
• 04/2018 → Present
  Dai Securities, Llc
  Atlanta, GA

Previous Registrations

• 2002-07-19 → 2006-05-02
  Transamerica Financial Advisors, Inc.
  Mankato, MN

Other Businesses

1-DAI Wealth LLC.; INVESTMENT RELATED; Atlanta GA ; CEO, and Investment Advisor Rep; 3/2006; 160 HRS/MONTH; 8 HRS PER TRADING DAY; PROVIDES FINANCIAL PLANNING AND INVESTMENT ADVICE 2-DAI AGENCY, LLC.; INVESTMENT RELATED; MANKATO, MN ; VICE-PRESIDENT AND CEO; 12/1993; 10 HRS/MONTH; 1 HR PER TRADING DAY; INSURANCE AGENCY; RECEIVES COMMISSIONS ON FIXED INSURANCE PRODUCTS. 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; 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; 10/2007; 10 HRS/MONTH; 0 HRS PER TRADING DAY; MANAGE TIMBER LAND & RENTAL HOMES; 6-FIRST NATIONAL BANK MINNESOTA; NON-INVESTMENT RELATED; 500 LONG STREET, MANKATO, MN 56001; BANK; DIRECTOR ON BANK BOARD; MARCH 2013; 1-2 HRS/MONTH; 0 HRS PER TRADING DAY; SERVES AS PART OF BOARD OF DIRECTORS IN ASSESSING AND MANAGING BANK'S RISK, AND OVERSEEING AND SUPPORTING BANK-MANAGEMENT. 7-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. 8-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 9-Discipline Advisors, LLC; investment related; entity formed to manage office overhead for branch office as Reg. Rep of BD and RIA; 150 St. Andrews Court, Suite 210, Mankato, MN 56001; manager; 09/2019; 1 hour per month, 0 during trading day. 10-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, River Ridge Gun and Archery Club, LLC, 150 St. Andrews Court, Suite 210, Mankato, MN 56001; owner; October, 2019; 0 hour per month, 0 during trading day. 11- 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. 12- 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. 13- Apex Guns and Ammo LLC; not investment related; Powell, WY; owner; 9/2025; 5 hours per month; 5 hours during business hours; sales and transfers of firearms and ammunition. 14- DAI Manager, LLC / Discipline Strategies Managment, LP; investment related; Atlanta, GA; RIA - Private Fund; Member; 10/2025; 5 hours; 5 hours; strategy designing, selecting and monitoring fund managers, and overseeing portfolio construction. 15- BDP Special Situations Fund; Investment Related; Powell, WY; Partner; 3/2026; 0 hours; 0 hours; Equity owner to help investments in BDP Holdings. 16- MMRE LLC; Not Investment Related; Powell, WY; Partner; 3/2026; 5 hours; 5 hours; Review distressed loans for Farmers from banks to purchase

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-02
• S63 Uniform Securities Agent State Law Examination
  1985-03-18

Other Names

• Joe Michaletz
• Joseph Gerard Michaletz
• Joseph Gerard Michaeletz
• Joseph Gerard Michaletz
• Joseph Gerald Michaletz