Shaun James Sackett
Investment adviser representative at Sackett Wealth Advisors, Inc.
21 yearsExperience
1 stateRegistered in
$212.3MFirm assets
8 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.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Sackett Wealth Advisors, Inc.Oct 2017 to now
- Michael J. Sackett & Associates, Inc.Nov 2005 to now
- Independent Financial GroupJan 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sackett Wealth Advisors, Inc.
$212.3MAssets managed
452Clients
3Advisers
8 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
- 5159743
- Firm CRD
- 289950