Timothy J. O'connell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy John O'connell, CFP®, who also goes by Timothy J. O'connell, Tim John Oconnell, Tim Oconnell, Timothy John Oconnell, was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 1987. Timothy had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
April 8, 2024 - December 2, 2025
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
July 9, 2021 - April 4, 2024
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
July 7, 2021 - January 3, 2025
INDEPENDENT FINANCIAL GROUP, LLC
July 5, 2019 - January 25, 2021
TOUCHSTONE ADVISORS INC
June 28, 2019 - January 25, 2021
TOUCHSTONE SECURITIES, LLC
May 23, 2008 - May 31, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
December 10, 2002 - April 29, 2008
ALLIANCEBERNSTEIN INVESTMENTS, INC.
October 27, 1997 - May 14, 2002
J. & W. SELIGMAN & CO. INCORPORATED
October 23, 1996 - October 8, 2002
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
September 15, 1992 - October 18, 1996
PROFUNDS DISTRIBUTORS, INC.
December 18, 1989 - September 3, 1992
WS GRIFFITH SECURITIES, INC.
December 18, 1989 - September 3, 1992
HOME LIFE INSURANCE COMPANY
March 25, 1987 - December 21, 1989
SENTRA SECURITIES CORPORATION
Primary Firm SEC Registration
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,412 |
| AUM (Assets Under Management) | $ 306,337,273 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
