Joseph Michaletz

Joseph Michaletz - A Diversified Approach to Wealth Management

Joseph Gerard Michaletz is a Mankato, Minnesota entrepreneur who heads DAI Wealth, Inc., as well as DAI Securities (DBA Discipline Advisors), a FINRA licensed broker-dealer. His team meets the wealth management needs of individuals and families of high net worth. The transparent client-first strategies Joseph G. Michaletz deploys integrate private equity with Delaware statutory trusts (DST), a tax-deferred real estate planning vehicle.

A proponent of diversification that mitigates risk, Mr. Michaletz serves on the DAI investment committee, where he has an emphasis on alternative investment due diligence. He has been awarded Top Producer recognition by multiple broker-dealers and earned consistent Million Dollar Round Table (MDRT) Top of the Table status. Mr. Michaletz has written articles for Investment Advisor magazine and presented at events of the Realtors Land Institute and in continuing education settings.

Joseph Gerard Michaletz is an avid conservationist, hunter, and fisherman who owns and manages a tract of northern Minnesota forest with his wife. They focus both on timber production and ensuring the welfare of wildlife, and have engaged closely with biologists and foresters in creating vibrant and diverse ecosystems.

Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

Joseph Michaletz

Joseph Michaletz

Contact

Joseph Michaletz
150 St Andrews Ct STE 210,
Mankato, MN 56001 US
joem@disciplineadvisors.com