As the CEO of Discipline Advisors, a financial services firm in Mankato, Minnesota, Joseph Gerard Michaletz leverages a logical and deliberative philosophy to maximize his clients’ returns on investment. Joseph G. Michaletz directs many of them toward Delaware Statutory Trusts, which allow participants to own shares of real estate trusts. He also serves as a FINRA-registered broker through his sister company, DAI Securities, and offers alternative investments through his DAI Wealth, Inc. He holds Series 7, 63, 66, and 24 licenses and explains complex wealth management tools in accessible language.
Joseph Michaletz
Wealth Management Advisor