CM
Christine E. Michaletz
DAI WEALTH
Atlanta, GA 30345
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CRD#: 6004009
CM
Professional summary
Christine Ellen Michaletz, who also goes by Christine Ellen Engman, is a registered financial advisor currently at DAI WEALTH, LLC located in Atlanta, Georgia and DAI SECURITIES, LLC located in Mankato, Minnesota.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Christine has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Ellen Engman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-DAI Wealth INC.; INVESTMENT RELATED; 2200 Century Pkwy, NE Suite 435 Atlanta GA 30345; COO and Investment Advisor Rep; 05/2011; 160 HRS/MONTH; 8 HRS PER TRADING DAY; OVERSEES BUSINESS OPERATIONS. 2-DAI AGENCY, INC.; INVESTMENT RELATED; 150 ST. ANDREWS CT., SUITE 210, MANKATO, MN 56001; COO; 05/2011; 10 HRS/MONTH; 1 HR PER TRADING DAY; INSURANCE AGENCY; OVERSEES BUSINESS OPERATIONS 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; RECEIVES COMPENSATION FROM RENTAL INCOME THROUGH 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; 01/2020; 10 HRS/MONTH; 0 HRS PER TRADING DAY; MANAGE TIMBER LAND & RENTAL HOMES; MANAGER; RECEIVES COMPENSATION FROM TIMBER SALES & RENTAL INCOME; MANAGE PROPERTY AND WORK WITH FORESTER AND LOGGERS. 6-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. 7-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 8-Discipline Advisors, LLC; investment related; entity formed to manage office overhead for branch office of BD and RIA; 150 St. Andrews Court, Suite 210, Mankato, MN 56001; member; 09/2019; 1 hour per month, 0 during trading day. Oversees Business Operations 9-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, 10-River Ridge Firearms Training, non-investment related, 150 St. Andrews Court, Suite 210, Mankato, MN 56001; owner; 2020; 0 hour per month, 0 during trading day.; 11-BOTW 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-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. 13- 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. 14 -Salt Camp, LLC, non-investment related, 150 St. Andrews Court, Suite 210, Mankato, MN 56001; owner; 2020; 0 hour per month, 0 during trading day. 15- Apex Guns and Ammo, LLC; Not investment related; Powell, WY; Federal Firearms License; Manager; 09/2025; 5 hours; 5 hours; sales and transfers of firearms and ammunition.
CRS (Client Relationship Summary) - RIA
Click below to view Christine Ellen Michaletz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2015 - Present
DAI WEALTH, LLC
Office #1: 2800 Century Parkway Ne Suite 650, Atlanta, GA 30345RIA
CRD#: 138938
Atlanta, GA
Current
April 5, 2018 - Present
DAI SECURITIES, LLC
Office #1: 150 St. Andrews Ct., Suite 210, Mankato, MN 56001BD
CRD#: 36673
Mankato, MN
Past
October 16, 2015 - April 17, 2018
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Mankato, MN
Past
March 27, 2013 - October 22, 2015
TRIAD ADVISORS LLC
BD
CRD#: 25803
MANKATO, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DAI WEALTH, LLC
CREATIVE FINANCIAL STRATEGIES LLC | WESTERN PORTFOLIO PARTNERS | WAYPOINT WEALTH STRATEGIES | SOURCENET INVESTMENT SERVICES LLC | RVP II CONSULTING | MICHALETZ ADVISORS, INC. | JOHN GALT WEALTH SOLUTIONS | GOOD COUNSEL WEALTH MANAGEMENT LLC | DISCIPLINE ADVISORS, INC. | DISCIPLINE ADVISORS, INC | DISCIPLINE ADVISORS | DAI WEALTH, LLC | DAI WEALTH, INC.
CRD#: 138938 / SEC#: 801-66260
RIA
Registered Investment Advisory firm - (2/24/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Minnesota(6/29/2015)
RR
Minnesota(4/5/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DAI WEALTH, LLC
CREATIVE FINANCIAL STRATEGIES LLC | WESTERN PORTFOLIO PARTNERS | WAYPOINT WEALTH STRATEGIES | SOURCENET INVESTMENT SERVICES LLC | RVP II CONSULTING | MICHALETZ ADVISORS, INC. | JOHN GALT WEALTH SOLUTIONS | GOOD COUNSEL WEALTH MANAGEMENT LLC | DISCIPLINE ADVISORS, INC. | DISCIPLINE ADVISORS, INC | DISCIPLINE ADVISORS | DAI WEALTH, LLC | DAI WEALTH, INC.
CRD#: 138938 / SEC#: 801-66260
RIA
Registered Investment Advisory firm - (2/24/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345
Mailing Address
Phone number
(404) 531-7080
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,821 |
| AUM (Assets Under Management) | $ 267,417,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
