Michael Sackett has been an investment adviser representative at Sackett Wealth Advisors since October 2017, and is not listed among the firm’s executive officers or direct owners.
Sackett Wealth Advisors, Inc. is a Brea, CA firm with $212M under management, 452 clients and 5 advisers in one office, as of its March 2026 filing.
Mike Sackett is President of Sackett Wealth Advisors, Inc. He has been providing tax and financial advice since 1980 and serves clients while mentoring the next generation of advisors.
Michael Sackett’s longest registration was 10 years at Genworth Financial Advisers Corporation (2001–2012). Before joining Sackett Wealth Advisors in 2017, Michael Sackett was registered through Independent Financial Group, LLC and Genworth Financial Advisers Corporation.
- – present · 8 yearsBrea, CA · Adviser representative · Firm CRD 289950
- Independent Financial Group, LLC– · 5 yearsBrea, CA · Adviser representative · Firm CRD 7717
- Genworth Financial Advisers Corporation– · 10 yearsBrea, CA · Adviser representative · Firm CRD 105644
Investment adviser representative registrations
Michael Sackett is registered as an investment adviser representative in California, since October 2017.
- CaliforniaSince 31 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 October 2000 |
| Series 7 | General Securities Representative Examination | 6 October 2000 |
| Series 22 | Direct Participation Programs Representative Examination | 27 June 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Michael James Sackett
- CRD
- 1283139
- Firm
- Sackett Wealth Advisors · CRD 289950
- Office
- 915 W. Imperial Highway, Suite 160, Brea, CA 92821
- Registration
- Investment adviser registration
- In the industry since
- October 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sackettwealth.com
Where does Michael Sackett work?
Michael Sackett is an investment adviser representative registered through Sackett Wealth Advisors, Inc. since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Michael Sackett a financial advisor?
Yes. Michael Sackett has a current investment-adviser registration in California, through Sackett Wealth Advisors since October 2017.
How many years of experience does Michael Sackett have?
Michael Sackett has 35 years in the financial industry, since October 1991, across 3 adviser firms.
What exams has Michael Sackett passed?
Michael Sackett has passed 3 licensing exams: the Series 22, Series 7 and Series 66. The earliest, the Series 22, was passed in June 1984. FINRA credited Michael Sackett with the SIE, which began in October 2018.
Where did Michael Sackett work before Sackett Wealth Advisors?
Before Sackett Wealth Advisors, Michael Sackett was registered through Genworth Financial Advisers Corporation, September 2001 to February 2012.
Where is Michael Sackett based?
Michael Sackett’s registered office is in Brea, CA.
Is Michael Sackett registered with FINRA?
No. Michael Sackett has no current broker registration.
How can I verify Michael Sackett’s record?
Search CRD 1283139 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sackett’s full registration record.
