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Michael 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 2017-10-31
  • CA RA
    APPROVED
    Since 2017-10-31

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
Sackett Financial Group Brea CA 12/1987 Present
Nationwide Controls, Inc. Brea CA 12/2010 Present
Independent Financial Group Brea CA 01/2012 10/2017
Sackett Wealth Advisors, Inc Brea CA 10/2017 Present
  • 12/1987 → Present
    Sackett Financial Group
    Brea, CA
  • 12/2010 → Present
    Nationwide Controls, Inc.
    Brea, CA
  • 01/2012 → 10/2017
    Independent Financial Group
    Brea, CA
  • 10/2017 → Present
    Brea, CA
Previous Registrations
Other Businesses

(1) 100% OWNER OF DBA "SACKETT FINANCIAL GROUP" PROVIDING TAX AND ACCOUNTING SERVICES, PAYROLL, BUSINESS CONSULTING, SECURITIES AND INVESTMENT ADVISORY SERVICES, AND LONG TERM CARE, LIFE AND DISABILITY INSURANCE. SINCE DECEMBER 1987. INVESTMENT RELATED. APPROXIMATELY 50% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) 3% OWNER/PRESIDENT/BOARD OF DIRECTORS OF "NATIONWIDE CONTROLS, INC DBA CONTROL CENTRAL" SUPERVISING STAFF OF OUTSIDE CONTRACTORS WHO DEVELOP AND MAINTAIN AN E-COMMERCE WEBSITE SELLING HVAC CONTROL SYSTEMS SINCE 2010. NON-INVESTMENT RELATED. 9% TIME SPENT. BUSINESS CONDUCTED AT 915 W. IMPERIAL HIGHWAY, SUITE 160 BREA, CA 92821. (3) BOARD OF DIRECTORS FOR "TEMPACO" A DISTRIBUTOR OF PROPANE AND NATURAL GAS PRODUCTS SINCE 2003. NON-INVESTMENT RELATED. APPROXIMATELY 1% TIME SPENT. BUSINESS CONDUCTED AT 1701 ALDEN ROAD, ORLANDO, FL 32803. (4) 100% OWNER OF "PGD, LLC", "DLA, LLC", & "DRE, LLC" ENTITIES CREATED FOR THE ADMINITRATION AND MANAGEMENT OF REAL ESTATE. SINCE DECEMBER 2012. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-17
  • S66 Uniform Combined State Law Examination
    2000-10-17

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