Saket Sengar
Investment adviser representative at Better Financial Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$110.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Better Financial Services, LLCJul 2024 to now
- Ameriprise Financial Services, LLCApr 2022 to Jul 2024
- UBS Financial Services Inc.Nov 2016 to Apr 2022
- Aging OptionsJan 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Better Financial Services, LLC
$110.8MAssets managed
82Clients
2Advisers
Under 1 yearIn 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
- 5336781
- Firm CRD
- 329520