Unclaimed Profile

Michael James Sackett

SACKETT WEALTH ADVISORS, INC.·BREA, California

SIE, Series 7, Series 22, Series 66Clean record24 years registeredSACKETT WEALTH ADVISORS, INC.

915 W. IMPERIAL HIGHWAY, SUITE 160, BREA, CA 92821CRD# 1283139Firm CRD# 289950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Sackett · BREA, CA

Registration

CRD #1283139 · SACKETT WEALTH ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

SACKETT WEALTH ADVISORS, INC.

Oct 2017 – present

INDEPENDENT FINANCIAL GROUP, LLC

Feb 2012 – Nov 2017

BREA, CA

GENWORTH FINANCIAL ADVISERS CORPORATION

Sep 2001 – Feb 2012

BREA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 66

Registration record

First registered · September 24, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SACKETT WEALTH ADVISORS, INC.

CRD 289950 · SEC 801-111930

AUM

$153M

Regulatory assets under management

Employees

417 client accounts

Services offered by SACKETT WEALTH ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SACKETT WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Michael James Sackett offer?

Michael James Sackett specializes in Investment Management, Wealth Management. Contact their office in BREA, California for a consultation.

What are Michael James Sackett's credentials?

Michael James Sackett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Sackett located?

Michael James Sackett is based in BREA, California, working with SACKETT WEALTH ADVISORS, INC.. Their office serves clients in the BREA metropolitan area and surrounding communities.

How does Michael James Sackett charge for services?

Michael James Sackett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SACKETT WEALTH ADVISORS, INC.?

SACKETT WEALTH ADVISORS, INC. has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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