Shaun James Sackett

Employer firm

Sackett Wealth Advisors, Inc. CRD 289950

$212M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 11/2005 → Present
  Michael J. Sackett & Associates, Inc.
  Brea, CA
• 01/2012 → 10/2017
  Independent Financial Group
  Brea, CA
• 10/2017 → Present
  Sackett Wealth Advisors, Inc
  Brea, CA

Previous Registrations

• 2012-02-23 → 2017-11-01
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Brea, CA
• 2011-11-21 → 2012-02-29
  Cetera Investment Advisers Llc
  Brea, CA

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

• S66 Uniform Combined State Law Examination
  2011-11-18

Other Names

• Shaun James Sackett