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Michael Joseph Howell

BLOM & HOWELL FINANCIAL PLANNING, INC.·MODESTO, California
SIE, Series 7, Series 66CFPClean record12 years registeredBLOM & HOWELL FINANCIAL PLANNING, INC.
3340 TULLY RD., MODESTO, CA 95350CRD# 6127551Firm CRD# 311830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Howell · MODESTO, CA
Registration
CRD #6127551 · BLOM & HOWELL FINANCIAL PLANNING, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

BLOM & HOWELL FINANCIAL PLANNING, INC.
Feb 2021 – present
SCF INVESTMENT ADVISORS, INC.
Jul 2018 – Mar 2021
MODESTO, CA
LPL FINANCIAL LLC
Oct 2013 – Aug 2018
MODESTO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 18, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD 311830 · SEC 801-123684
AUM
$127M
Regulatory assets under management
Employees
4
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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05

Frequently Asked Questions

What services does Michael Joseph Howell offer?
Michael Joseph Howell specializes in Financial Planning, Investment Management. Contact their office in MODESTO, California for a consultation.
What are Michael Joseph Howell's credentials?
Michael Joseph Howell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Joseph Howell located?
Michael Joseph Howell is based in MODESTO, California, working with BLOM & HOWELL FINANCIAL PLANNING, INC.. Their office serves clients in the MODESTO metropolitan area and surrounding communities.
How does Michael Joseph Howell charge for services?
Michael Joseph Howell'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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Other Advisors at BLOM & HOWELL FINANCIAL PLANNING, INC.

Gary George Blom
MODESTO, CA

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