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.
Katelyn Michaletz is a financial advisor at DAI Wealth, LLC with two years of industry experience. She holds a Series 66 designation and previously operated her own advisory firm, J K Michaletz Financial Advisory, LLC, from 2019 to 2023. Outside of her advisory work, she is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm uses a multi-advisor platform and a range of investment strategies implemented through third-party managers and various account types.
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.
150 St Andrews Ct, Suite 210
Mankato, MN 56001
Minnesota
DAI Wealth LLC
2023 - Present (3 years)
DAI Securities, LLC
2023 - Present (3 years)
J K Michaletz Financial Advisory, LLC
2019 - 2023 (4 years)
Mankato Clinic
2017 - 2019 (2 years)
Mankato Surgery Center
2016 - 2018 (2 years)
Mayo Clinic Health Systems
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Mankato, MN
Legacy Retirement Advisors
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
CFP®
Mankato, MN
LifePlan Financial, LLC
Series 66
St. Peter, MN
The Sherwin Group
Series 65
Mankato, MN
Actify Investor Retirements, LLC
Series 63, Series 65
Mankato, MN
Ascent Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
