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Shaun James Sackett

Sackett Wealth Advisors, Inc.

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About Shaun James Sackett

Shaun James Sackett is an investment advisor representative at Sackett Wealth Advisors, Inc. based in Brea, CA. Shaun has been in the industry since 2010, previously working with Independent Financial Group, LLC and Genworth Financial Securities Corporation. Shaun's experience and knowledge provide a valuable service to clients seeking advice on financial and tax services. Shaun holds Series 66, Series 7, and SIE licenses.

Firm Information

Shaun Sackett is currently registered with Sackett Wealth Advisors, Inc.. Sackett Wealth Advisors, Inc. is a registered investment advisor located in Brea, CA. They provide financial consulting, pension consulting, and selection of other advisors. The firm manages approximately $153,375,087 in assets for 417 accounts, primarily for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. They also manage assets for charitable organizations.
Sackett Wealth Advisors, Inc.

915 W. IMPERIAL HIGHWAY, SUITE 160

BREA, CA 92821

$153.38M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shaun Sackett’s Registration & Firm History

CA

01/01/2025 - Present

Sackett Wealth Advisors, Inc. (Brea CA)

CA

02/22/2012 - 11/01/2017

INDEPENDENT FINANCIAL GROUP, LLC (BREA CA)

CA

09/01/2010 - 02/29/2012

GENWORTH FINANCIAL SECURITIES CORPORATION (BREA CA)

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Licenses & Designations

BOTH

Issued 11/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun James Sackett.
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