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Larry Jerome Steckler

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.·POWAY, California
SIE, Series 7, Series 63, Series 65CFP25 years registeredBLUE SKY CAPITAL CONSULTANTS GROUP, INC.
14259 DANIELSON ST., POWAY, CA 92064CRD# 2621508Firm CRD# 329575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Jerome Steckler · POWAY, CA
Registration
CRD #2621508 · BLUE SKY CAPITAL CONSULTANTS GROUP, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Feb 2024 – present
INDEPENDENT FINANCIAL GROUP, LLC
Feb 2011 – Jul 2011
SAN DIEGO, CA
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Mar 2005 – Apr 2024
Poway, CA
QA3 FINANCIAL LLC
Aug 2003 – Feb 2011
POWAY, CA
HORNOR, TOWNSEND & KENT, INC.
Jun 2001 – Aug 2003
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 25, 2001
Years registered · 25
Professional designation · CFP
03

Disclosure History

2011Customer Dispute·Settled
2010Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD 329575 · SEC 801-129456
AUM
$193M
Regulatory assets under management
Employees
3
1,241 client accounts
Services offered by BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. →
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05

Frequently Asked Questions

What services does Larry Jerome Steckler offer?
Larry Jerome Steckler specializes in Financial Planning, Investment Management. Contact their office in POWAY, California for a consultation.
What are Larry Jerome Steckler's credentials?
Larry Jerome Steckler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Larry Jerome Steckler located?
Larry Jerome Steckler is based in POWAY, California, working with BLUE SKY CAPITAL CONSULTANTS GROUP, INC.. Their office serves clients in the POWAY metropolitan area and surrounding communities.
How does Larry Jerome Steckler charge for services?
Larry Jerome Steckler's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pension consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE SKY CAPITAL CONSULTANTS GROUP, INC.?
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michelle P Lin
POWAY, CA
CFP

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