Larry Jerome Steckler

Employer firm

Blue Sky Capital Consultants Group, Inc. CRD 329575

$306M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Independent Financial Group, Llc
  San Diego, CA
• 03/2014 → 04/2024
  Capital Financial Consultants Group, Inc.
  San Diego, CA
• 04/2017 → Present
  Blue Sky Capital Consultants Group, Inc.
  Poway, CA
• 01/2024 → Present
  Blue Sky Capital Consultants Group, Inc.
  Poway, CA

Previous Registrations

• 2005-03-23 → 2024-04-03
  Capital Financial Consultants Group, Inc.
  San Diego, CA
  San Juan Capistrano, CA
  Poway, CA
• 2003-08-14 → 2011-02-11
  Qa3 Financial Llc
  Poway, CA
  Omaha, NE
• 2001-06-25 → 2003-08-12
  Hornor, Townsend & Kent, Llc
  San Diego, CA

Other Businesses

(1) LICENSED INDEPENDENT INSURANCE AGENT (2) SW DANIELSON, LLC POSITION: Managing Member of the LLC which owns the building that is leased to CFCG. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: Manage the building on behalf of the tenant which is CFCG (3) FINANCIAL PLANNING ASSOCIATION POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2000 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: (4) VOLUNTEER FOR FINANCIAL PLANNING ASSOCIATION- PROBONO FOR THE WOUNDED WARRIOR PROJECT PROVIDING BASIC FINANCIAL PLANNING FOR SERVICE MEMEBERS SUFFERING A CAREER ENDING INJURY DUE TO EXPERIENCE IN WAR ZONES SINCE 2011. INVESTMENT RELATED. APPROXIMATELY 3% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-30
• S63 Uniform Securities Agent State Law Examination
  1995-07-03

Designations

• Certified Financial Planner

Other Names

• Larry Steckler