CCO, President, Shareholder & Financial Advisor · Blom & Howell Financial Planning, Inc.
Michael J. Howell
CRD 6127551 · Named on Form ADV at one SEC-registered adviser
At a glance
Blom & Howell Financial Planning, Inc., an SEC-registered wealth manager based in Modesto, CA with $161 million in regulatory assets, lists Michael J. Howell on its Form ADV as CCO, President, Shareholder & Financial Advisor, a control person.
Firms and roles
- Blom & Howell Financial Planning, Inc.CCO, President, Shareholder & Financial AdvisorWealth manager · Modesto, CA · $161M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.