Michelle P Lin
Investment adviser representative at Blue Sky Capital Consultants Group, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$306.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Blue Sky Capital Consultants Group, Inc.Nov 2022 to now
- Independent Financial GroupFeb 2011 to now
- Capital Financial Consultants Group, IncFeb 2008 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Blue Sky Capital Consultants Group, Inc.
$306.3MAssets managed
506Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5506063
- Firm CRD
- 329575