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Shaun James Sackett

Sackett Wealth Advisors, Inc.

Brea, CA

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Current Employers
Sackett Wealth Advisors, Inc.

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michael J. Sackett & Associates, Inc. Brea CA 11/2005 Present
Independent Financial Group Brea CA 01/2012 10/2017
Sackett Wealth Advisors, Inc Brea CA 10/2017 Present
  • 11/2005 → Present
    Michael J. Sackett & Associates, Inc.
    Brea, CA
  • 01/2012 → 10/2017
    Independent Financial Group
    Brea, CA
  • 10/2017 → Present
    Brea, CA
Previous Registrations
Other Businesses

(1) 2016 - Present; Insurance licensed; investment related; Brea, CA. (2) 2005 - Present; Sackett Financial Group; investment related; Brea, CA; financial and tax services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-18
  • S66 Uniform Combined State Law Examination
    2011-11-18
Other Names
  • Shaun James Sackett

View on SEC IAPD

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