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Jack James Michaletz

Investment Adviser Representative at DAI WEALTH, LLC

Mankato, MNCRD #5773608Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
11 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
ArizonaColoradoFloridaIowaKansasMinnesotaNevadaOhioSouth DakotaTexasWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/3/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/27/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

DAI Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DAI WEALTH, LLCCurrent
3/9/2012Mankato, MN
CONCORDE INVESTMENT SERVICES, LLC
10/16/20154/17/2018Mankato, MN
TRIAD ADVISORS, INC.
7/28/201110/22/2015Mankato, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack James Michaletz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jack James Michaletz - Financial Advisor in Mankato, MN | AdvisorFinder