Advisor at DAI Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Christine Michaletz is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Lewis Financial Group, L.C. since 2018 and previously at Concorde Investment Services, LLC. Michaletz also serves as COO and Investment Advisor Representative at DAI Wealth Inc. and oversees business operations for related entities. Outside of her advisory role, she manages several non-investment ventures, including a firearms training business and multiple holding companies. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and platforms to tailor portfolios according to client objectives.
Based on DAI Wealth, LLC
Based on DAI Wealth, LLC
Financial Planning and Consulting fees may also be flat fees as agreed with client.
up to 2.50% annually (negotiable, varies by account size and services)
IARs may receive commissions from sale of securities, variable annuities, alternative investments through affiliated broker-dealer DAIS.
$50 to $750 per hour for Financial Planning and Consulting services, subject to one-hour minimum.
2800 Century Parkway Ne, Suite 650
Atlanta, GA 30345
Minnesota
Lewis Financial Group, L.C.
2018 - Present (8 years)
Concorde Investment Services, LLC
2015 - 2018 (3 years)
Discipline Advisors, Inc.
2011 - Present (15 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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