Unclaimed Profile

Gary George Blom

BLOM & HOWELL FINANCIAL PLANNING, INC.·MODESTO, California

SIE, Series 7, Series 24, Series 6625 years registeredBLOM & HOWELL FINANCIAL PLANNING, INC.

3340 TULLY RD., MODESTO, CA 95350CRD# 4281554Firm CRD# 311830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary George Blom · MODESTO, CA

Registration

CRD #4281554 · BLOM & HOWELL FINANCIAL PLANNING, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLOM & HOWELL FINANCIAL PLANNING, INC.

BLOM & HOWELL FINANCIAL PLANNING, INC.

Feb 2021 – Jan 2026

MODESTO, CA

SCF INVESTMENT ADVISORS, INC.

Jul 2018 – Mar 2021

MODESTO, CA

LPL FINANCIAL LLC

Nov 2009 – Aug 2018

MODESTO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2001 – Nov 2009

MODESTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 9, 2001

Years registered · 25

Disclosure History

2018Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLOM & HOWELL FINANCIAL PLANNING, INC.

CRD 311830 · SEC 801-123684

AUM

$127M

Regulatory assets under management

Employees

885 client accounts

Services offered by BLOM & HOWELL FINANCIAL PLANNING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLOM & HOWELL FINANCIAL PLANNING, INC. →

Introduction

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Frequently Asked Questions

What services does Gary George Blom offer?

Gary George Blom specializes in Financial Planning, Investment Management.

What are Gary George Blom's credentials?

Gary George Blom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary George Blom located?

Gary George Blom is based in MODESTO, California, last registered with BLOM & HOWELL FINANCIAL PLANNING, INC..

How does Gary George Blom charge for services?

Gary George Blom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLOM & HOWELL FINANCIAL PLANNING, INC.?

BLOM & HOWELL FINANCIAL PLANNING, INC. has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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