Advisor at Blom & Howell Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blom & Howell Financial Planning, Inc.
Location
Modesto, CA 95350
Credentials
Series 65
Industry experience
2 years
Kendall Seifert is a financial advisor at Blom & Howell Financial Planning, Inc. in Modesto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Blom & Howell in 2023, Kendall worked at Grand Canyon University and has concurrent experience at Trader Joe’s since 2018. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans with comprehensive wealth management, financial planning, and estate-planning assistance. The firm offers customized asset allocation and portfolio management services, including a firm-sponsored wrap fee program, and integrates technology such as artificial intelligence and machine learning in its investment processes.
Based on Blom & Howell Financial Planning, Inc.
Based on Blom & Howell Financial Planning, Inc.
Estate planning services flat fee ranging from $0 to $1,500 based on complexity; Fixed retirement plan consulting fees start at $500
Maximum 1.00% per annum, charged monthly in arrears
Up to $250 per hour for financial planning and retirement plan consulting services
Fee-only: Fixed financial planning fees typically range from $500 to $10,000; Hourly financial planning fees up to $250 per hour
3340 Tully Rd., Ste. B4
Modesto, CA 95350
California
Blom & Howell Financial Planning, Inc.
2023 - Present (3 years)
Grand Canyon University
2019 - 2023 (4 years)
Trader Joes
2018 - Present (8 years)
Modesto County Schools
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
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Series 65
Lathrop, CA
King Financial
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