Blom & Howell Financial Planning, Inc.

Blom & Howell Financial Planning, Inc. (CRD# 311830) is a financial advisory firm headquartered in Modesto, CA. They manage $127,370,240 in 885 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3340 Tully Rd., Ste. B4, Modesto, CA 95350
https://www.linkedin.com/company/blomandhowell/
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    885
    ACCOUNTS
  • Average Account Value
    $143,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID

Financial Advisors at Blom & Howell Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gary Blom, financial advisor Modesto CA
Gary G. Blom
CRD#: 4281554
3340 Tully Rd., Ste. B4, Modesto, CA 95350

Gary Blom (CRD# 4281554) is an Investment Advisor Representative working at Blom & Howell Financial Planning, Inc. in Modesto, CA and has over 23 years of experience in the finance industry.

2
Michael Howell, financial advisor Modesto CA
Michael J. Howell
CRD#: 6127551
3340 Tully Rd., Ste. B4, Modesto, CA 95350

Michael Howell (CRD# 6127551) is an Investment Advisor Representative working at Blom & Howell Financial Planning, Inc. in Modesto, CA and has over 10 years of experience in the finance industry.

3
Kendall Seifert, financial advisor Modesto CA
Kendall J. Seifert
CRD#: 7798540
3340 Tully Rd., Ste. B4, Modesto, CA 95350

Kendall Seifert (CRD# 7798540) is an Investment Advisor Representative working at Blom & Howell Financial Planning, Inc. in Modesto, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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