Timothy William Sackett
Investment adviser representative at LPL Financial LLC
28 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LPL Financial LLCMay 2025 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Timothy W. Sackett Hbeck Inc.Jan 2021 to May 2025
- Grove Point Investments, LLCDec 2020 to May 2025
- Oppenheimer & Co. IncJun 2018 to Dec 2020
- Horace Mann CompaniesJun 2017 to Jun 2018
- Horace Mann Investors, IncJun 2017 to Jun 2018
- MML Investors Services, LLCMar 2017 to May 2017
- Metropolitan Life Insurance CompanyNov 1998 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2010125
- Firm CRD
- 6413