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Leilani M Harwood

Leilani M. Harwood

BLUE SKY CAPITAL CONSULTANTS GROUP
Poway, CA 92064
Some features on this profile are disabled
CRD#: 5583350
Leilani M Harwood

Professional summary

Leilani M Harwood, CFP®, who also goes by Leilani M Harwood, Leilani M Marques, 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.

Leilani is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Leilani has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, Series 7, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leilani M Harwood | Leilani M Marques

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) L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services (not affiliated w/ Blue Sky) 120 Vantis Drive 300 Aliso Viejo, CA 92656 Owner, Insurance Agent 01/2023 to present 10hrs a month not during trading hours Group Insurance Services - Health, Dental, Vision, Life & Disability Provide group insurance services for Small Businesses Not investment related (2) AYSO Region 889 (not affiliated w/ Blue Sky) 120 Vantis Drive 300 Aliso Viejo, CA 92656 Executive Board Member Volunteer, Regional Commissioner 11/2023 - 11/2026 20hrs month not during trading hours Responsible for overseeing the entire soccer program in Aliso Viejo, its regional board members and other volunteers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leilani M Harwood'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: 2018

Experience

Current

September 30, 2024 - Present

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Office #1: 14259 Danielson St., Poway, CA 92064
RIA
CRD#: 329575
Poway, CA
Current

September 16, 2025 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 14259 Danielson Street, Poway, CA 92064
RIA
BD
CRD#: 7717
Poway, CA
Past

August 25, 2021 - September 25, 2024

F.A.I.T.H. DRIVEN PLANNING

RIA
CRD#: 315284
ALISO VIEJO, CA
Past

July 26, 2019 - October 6, 2020

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
SOLANA BEACH, CA
Past

July 8, 2019 - July 21, 2021

D. M. BRENNER, INC.

RIA
CRD#: 134398
Aliso Viejo, CA
Past

April 20, 2018 - May 28, 2019

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
San Juan Capistrano, CA
Past

January 4, 2013 - May 28, 2019

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
San Juan Capistrano, CA
Past

June 22, 2010 - December 31, 2011

PFS INVESTMENTS INC.

BD
CRD#: 10111
SAN DIEGO, CA
Past

March 25, 2009 - December 31, 2009

PFS INVESTMENTS INC.

BD
CRD#: 10111
SAN DIEGO, 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".
BS
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
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
(9/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/19/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/27/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 1/2/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/23/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
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
4

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,249
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.

Company Information

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

CRD#: 329575Poway, CA 92064

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