Mankato, MN St Andrews Ct Office

David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.

Katelyn Michaletz is a Series 66-licensed financial advisor with DAI Wealth, LLC, where she has worked since 2023. She has three years of experience in the financial industry, including four years running her own advisory firm prior to joining DAI Wealth. Outside of her advisory work, Katelyn is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various types of retirement plans. The firm combines advisor-led portfolio customization with third-party models and platforms, offering a range of investment management and financial planning services.

Michael O’Toole is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes tenures at AEI Securities, Inc. and AEI Fund Management, Inc. Outside of his advisory role, he is a licensed real estate broker involved in residential and land transactions unrelated to his firm. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets and serving a diverse client base that includes individual, institutional, and high-net-worth clients. The firm combines advisor-led portfolio customization with third-party model and platform solutions, offering a range of investment management and retirement-plan advisory services.

Joseph Michaletz is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with DAI Wealth since 2006 and previously worked at Concorde Investment Services and DAI Securities. Outside of his advisory role, Michaletz serves on the board of directors for First National Bank Minnesota and is involved in several business ventures including managing a shooting club and firearms-related enterprises. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platforms to tailor portfolios to client objectives, offering services through separately managed accounts, unified managed accounts, and other investment vehicles.

Jack Michaletz is a financial advisor at DAI Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at DAI Securities LLC, Concorde Investment Services, LLC, and DAI Wealth LLC. Michaletz is also an investment advisor representative at Waypoint Wealth Strategies, offering fee-based advisory services. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including individuals and institutions. The firm combines advisor-led portfolio customization with third-party models and platforms, providing a range of investment management and retirement-plan advisory services.