Timothy William Sackett

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/1998 → 05/2017
  Metropolitan Life Insurance Company
  Minnetonka, MN
• 03/2017 → 05/2017
  Mml Investors Services, Llc
  Milwaukee, WI
• 06/2017 → 06/2018
  Horace Mann Investors, Inc
  Springfield, IL
• 06/2017 → 06/2018
  Horace Mann Companies
  Springfield, IL
• 06/2018 → 12/2020
  Oppenheimer & Co. Inc
  Fort Lauderdale, FL
• 12/2020 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 01/2021 → 05/2025
  Timothy W. Sackett Hbeck Inc.
  Weston, FL
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Davenport, FL

Previous Registrations

• 2021-04-01 → 2025-05-02
  Grove Point Advisors, Llc
  Rockville, MD
  Davenport, FL
  Rockville, MD
  Weston, FL
• 2021-01-08 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Davenport, FL
  Rockville, MD
• 2018-07-05 → 2020-12-04
  Oppenheimer & Co. Inc.
  Fort Lauderdale, FL
• 2017-06-20 → 2018-06-30
  Horace Mann Investors, Inc.
  Waukesha, WI
  Springfield, IL
  Waukesha, WI
• 2017-03-25 → 2017-06-01
  Mml Investors Services, Llc
  Wauwatosa, WI
• 2007-01-16 → 2017-03-25
  Msi Financial Services, Inc.
  Milwaukee, WI
  Milwaukee, WI
  Chicago, IL
  Wauwatosa, WI
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1) 05/01/2025 - Uber - Not Investment Related - Rideshare - DAVENPORT FL - Start Date:01/13/2020 - 40 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-05

Other Names

• Timothy William Sackett
• Timothy Sackett