linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry Jerome Steckler

Blue SKY Capital Consultants Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry Jerome Steckler

Larry Steckler is a financial advisor with over 28 years of experience in the financial services industry. Larry is currently registered with Blue Sky Capital Consultants Group, Inc. Larry has held previous positions at QA3 FINANCIAL CORP. and HORNOR, TOWNSEND & KENT, INC. Larry is a Certified Financial Planner and has Series 7, 63, and 65 securities licenses. Larry specializes in providing financial planning, portfolio management and pension consulting services to individual and corporate clients.

Firm Information

Larry Steckler is currently registered with Blue SKY Capital Consultants Group, Inc.. Blue SKY Capital Consultants Group, Inc. is an investment advisor based in POWAY, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals. They manage approximately $247.8 million in assets for 1,249 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm also provides advisory consulting services.
Blue SKY Capital Consultants Group, Inc.

14259 DANIELSON ST.

POWAY, CA 92064

$247.83M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Pension consulting fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Steckler’s Registration & Firm History

CA

02/02/2024 - Present

Blue SKY Capital Consultants Group, Inc. (POWAY CA)

CA

08/14/2003 - 02/11/2011

QA3 FINANCIAL CORP. (POWAY CA)

PA

06/19/2001 - 08/12/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

MD

06/15/1995 - 07/19/2001

THE ADVISORS GROUP, INC. (BETHESDA MD)

Not sure if Larry Jerome Steckler is right for you?

Licenses & Designations

IA

Issued 06/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Larry Jerome Steckler. Review regulatory record here.
Not sure if Larry Jerome Steckler is right for you?