Investment adviser representative · Blom & Howell Financial Planning, Inc.
Kendall J. Seifert
CRD 7798540 · Modesto, CA
At a glance
Kendall J. Seifert is an investment adviser representative with Blom & Howell Financial Planning, Inc. in Modesto, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kendall’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Blom & Howell Financial Planning, Inc.Since October 2023Modesto, CA · $161M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kendall’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Blom & Howell Financial Planning, Inc.
- Michael J. HowellModesto · Certified Financial Planner
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