Michael Sackett, financial advisor Brea CA
93 score

Michael Sackett

CRD Number: 1283139
Current Firm: Sackett Financial Group

Michael Sackett (CRD# 1283139) is an Investment Advisor Representative working at Sackett Financial Group in Brea, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Sackett Wealth Advisors, Inc. Brea, CA Oct 2017 - Current < 1
Nationwide Controls, Inc. Brea, CA Dec 2010 - Current 7
Sackett Financial Group Brea, CA Dec 1987 - Current 30
Independent Financial Group Brea, CA Jan 2012 - Oct 2017 5
Genworth Financial Advisers Corporation Schaumburg, IL Sep 2001 - Jan 2012 10
Genworth Financial Securities Corporation Schaumburg, IL Aug 2000 - Jan 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Michael J. Sackett
Phone Number: (714) 671-9330
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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