Michelle P. Lin

BLUE SKY CAPITAL CONSULTANTS GROUP

Poway, CA 92064

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CRD#: 5506063

Professional summary

Michelle P Lin, CFP®, who also goes by Michelle Pei-jung Lin, Michelle Lin, Pei-jung Lin, is a registered financial advisor currently at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. located in Poway, California and INDEPENDENT FINANCIAL GROUP, LLC located in Poway, California.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Michelle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Pei-Jung Lin | Michelle Lin | Pei-Jung Lin

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) Independent Financial Group: 12671 High Bluff Dr Suite 200, San Diego, CA 92130; Duties/Nature of Business: registered representative; Number of Hours Per Month During Trading Hours: 16; Number of Hours Per Month During Non Trading Hours: 16; 20-25% of professional time BD (2) BLUE SKY CAPITAL CONSULTANTS GROUP POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 112 SECURITIES TRADING HOURS: 112 START DATE: 04/01/2023 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: Client service manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle P Lin'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: 2016

Experience

Current

February 2, 2024 - Present

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

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

RIA

CRD#: 329575

Poway, CA

Current

February 23, 2011 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 14259 Danielson Street, Poway, CA 92064

RIA

CRD#: 7717

Poway, CA

Past

February 22, 2023 - April 3, 2024

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

RIA

CRD#: 133657

SAN JUAN CAPISTRANO, CA

Past

September 23, 2019 - May 5, 2023

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

SAN DIEGO, CA

Past

February 23, 2011 - February 8, 2012

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

SAN DIEGO, CA

Past

July 21, 2009 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

POWAY, CA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/23/2011)

IAR

California
(2/2/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2009

General Securities Representative Examination

SRO Registrations

FINRA

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

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.

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Advisor Monitoring

Firm Stability Insights

Michelle P. Lin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle P Lin's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

QA3 FINANCIAL CORP.

Primary Firm SEC Registration

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2009

FINRA

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.

TRUST BUT VERIFY

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