Timothy J. O'connell

BLUE SKY CAPITAL CONSULTANTS GROUP

Poway, CA 92064

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CRD#: 1471146

Professional summary

Timothy John O'connell, CFP®, who also goes by Timothy J. O'connell, Tim John Oconnell, Tim Oconnell, Timothy John Oconnell, is a registered financial advisor currently at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. located in Poway, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Timothy has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy J. O'connell | Tim John Oconnell | Tim Oconnell | Timothy John Oconnell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) H & R BLOCK POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 24 START DATE: 01/01/2021 ADDRESS: S222 Balboa Ave Ste 100, San Diego CA 92117, United States DESCRIPTION: Employee at H&R Block (2) CAPITAL FINANCIAL CONSULTANTS GROUP, INC. POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 07/07/2021 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: IAR a SEC registered investment advisor (3) THE CHURCH AT RANCHO BERNARDO POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 11740 Bernardo Plaza Ct., San Diego CA 92128, United States DESCRIPTION: Member of the elder board

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John O'connell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

April 8, 2024 - Present

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Office #1: 14259 Danielson St., Poway, CA 92064

RIA

CRD#: 329575

Poway, CA

Past

July 9, 2021 - April 4, 2024

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

RIA

CRD#: 133657

Poway, CA

Past

July 7, 2021 - January 3, 2025

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

POWAY, CA

Past

July 5, 2019 - January 25, 2021

TOUCHSTONE ADVISORS INC

RIA

CRD#: 107028

San Diego, CA

Past

June 28, 2019 - January 25, 2021

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

May 23, 2008 - May 31, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

December 10, 2002 - April 29, 2008

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

October 27, 1997 - May 14, 2002

J. & W. SELIGMAN & CO. INCORPORATED

RIA

CRD#: 104718

NEW YORK, NY

Past

October 23, 1996 - October 8, 2002

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

September 15, 1992 - October 18, 1996

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

December 18, 1989 - September 3, 1992

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

December 18, 1989 - September 3, 1992

HOME LIFE INSURANCE COMPANY

CRD#: 4184

Past

March 25, 1987 - December 21, 1989

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

CRD#: 329575 / SEC#: 801-129456

RIA

Registered Investment Advisory firm - (2/2/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/24/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/8/1988

General Securities Principal Examination

Current Firm

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

CRD#: 329575 / SEC#: 801-129456

RIA

Registered Investment Advisory firm - (2/2/2024 Approved)

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Contact information

Main Address

14259 Danielson St., Poway, CA 92064

Mailing Address

Phone number

(858) 513-8445

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE SKY CAPITAL CONSULTANTS GROUP, INC. ADV BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	1,249
AUM (Assets Under Management)	$ 247,832,269

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Timothy J. O'connell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John O'connell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

INDEPENDENT FINANCIAL GROUP, LLC

TOUCHSTONE ADVISORS INC

TOUCHSTONE SECURITIES, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

J. & W. SELIGMAN & CO. INCORPORATED

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

PROFUNDS DISTRIBUTORS, INC.

WS GRIFFITH SECURITIES, INC.

HOME LIFE INSURANCE COMPANY

SENTRA SECURITIES CORPORATION

Primary Firm SEC Registration

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/24/1996

Series 63

Date: 10/11/1989

SIE

Date: 10/1/2018

Series 7

Date: 3/21/1987

Series 24

Date: 4/8/1988

Current Firm

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

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