Tad Michael Sacheck

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 07/2017
  Motiv8 Advisors
  Stuart, FL
• 01/2017 → 07/2017
  Motiv8 Investments Llc
  Stuart, FL
• 08/2017 → 10/2017
  Raymond James Financial Services, Inc.
  North Palm Beach, FL
• 10/2017 → 11/2018
  Raymond James Financial Services Advisors Inc.
  North Palm Beach, FL
• 11/2018 → 07/2026
  Atlantic Wealth Partners, Llc
  Jupiter, FL
• 11/2018 → 07/2026
  Prudent Insurance, L.L.C.
  Jupiter, FL
• 07/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2018-11-27 → 2026-07-28
  Atlantic Wealth Partners, Llc
  North Palm Beach, FL
• 2017-10-10 → 2018-11-06
  Raymond James Financial Services Advisors, Inc
  North Palm Beach, FL
• 2017-04-11 → 2017-08-02
  Motiv8 Investments Llc
  Port St Lucie, FL
• 2013-08-14 → 2015-04-09
  Integrity Alliance, Llc.
  Urbandale, IA
  Boise, ID
• 2010-12-02 → 2012-09-13
  American Investment Services
  Palm Harbor, FL

Other Businesses

1) PRUDENT INSURANCE, L.L.C. - 11/2018; INSURANCE AGENCY; LIFE, HEALTH, AND VARIABLE ANNUITY AGENT; INVESTMENT RELATED: YES; NUMBER OF HOURS: 5 INVESTMENT HOURS: 5; 759 PARKWAY STREET, SUITE 201 JUPITER, FL 33477; SALES OF LIFE & HEALTH

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-13
• S65 Uniform Investment Adviser Law Examination
  2010-09-30

Other Names

• Tad Middle Sacheck