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Michelle P Lin

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.·POWAY, California
SIE, Series 7, Series 66CFPClean record15 years registeredBLUE SKY CAPITAL CONSULTANTS GROUP, INC.
14259 DANIELSON ST., POWAY, CA 92064CRD# 5506063Firm CRD# 329575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle P Lin · POWAY, CA
Registration
CRD #5506063 · BLUE SKY CAPITAL CONSULTANTS GROUP, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Feb 2024 – present
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Feb 2023 – Apr 2024
SAN JUAN CAPISTRANO, CA
INDEPENDENT FINANCIAL GROUP, LLC
Sep 2019 – May 2023
SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC
Feb 2011 – Feb 2012
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 23, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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. →
Introduction

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05

Frequently Asked Questions

What services does Michelle P Lin offer?
Michelle P Lin specializes in Financial Planning, Investment Management. Contact their office in POWAY, California for a consultation.
What are Michelle P Lin's credentials?
Michelle P Lin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michelle P Lin located?
Michelle P Lin 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 Michelle P Lin charge for services?
Michelle P Lin'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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Other Advisors at BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Larry Jerome Steckler
POWAY, CA
CFP

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