Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sackett is a wealth manager with over 30 years of experience in the financial services industry. Timothy currently works at Grove Point Advisors, LLC and holds the following licenses: Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, and Series 63. Timothy is a registered representative with FINRA and a registered investment advisor representative. He is also licensed to sell insurance and annuities in Florida and Arizona. Timothy is passionate about helping clients achieve their financial goals through personalized financial planning and investment management services. He specializes in working with high-net-worth individuals, families, and charitable organizations. Timothy is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
FL
07/02/2018 - 12/04/2020
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
WI
06/09/2017 - 06/30/2018
HORACE MANN INVESTORS, INC. (Waukesha WI)
WI
03/25/2017 - 06/01/2017
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
11/25/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
11/25/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
CA
10/22/1990 - 12/08/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 12/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/14/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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