Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sackett is an investment advisor representative with Sackett Wealth Advisors, Inc. based in Brea, California. Michael has been in the securities and investment advisory industry for over 30 years and has a broad range of experience in financial planning, portfolio management, and investment consulting. Prior to joining Sackett Wealth Advisors, Inc., Michael was with Independent Financial Group, LLC for over 5 years. Michael is also the 100% owner of Sackett Financial Group, which provides tax and accounting services, payroll, business consulting, securities and investment advisory services, and long term care, life and disability insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/31/2017 - Present
Sackett Wealth Advisors, Inc. (Brea CA)
CA
02/22/2012 - 11/01/2017
INDEPENDENT FINANCIAL GROUP, LLC (BREA CA)
CA
10/09/2000 - 02/29/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (BREA CA)
NA
06/28/1984 - 06/16/1993
J.H. FOUST SECURITIES CORPORATION
BOTH
Issued 10/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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