Sacha Mackels

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 08/2023
  Minnesota Life Ins Co
  St Paul, MN
• 12/2011 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2012 → Present
  Tax & Financial Group
  San Diego, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  San Diego, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Mackels Advisory And Planning Llc
  San Diego, CA

Previous Registrations

• 2012-02-15 → 2023-08-10
  Securian Financial Services, Inc.
  Rancho Santa Fe, CA
  Newport Beach, CA
  San Diego, CA
  St. Paul, MN

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2012; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2) NAME OF OTHER BUSINESS: TAX & FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2012; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESIONAL; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: MACKELS ADVISORY AND PLANNING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2011-12-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant