Kendall
Seifert
Blom & Howell Financial Planning, Inc
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About this Advisor
Kendall Seifert is a financial advisor based in Modesto, California, working with Blom & Howell Financial Planning, Inc. Kendall has previously held positions at Blom & Howell Financial Planning, Inc, Trader Joes, Grand Canyon University, Modesto County Schools, and Sylvan School District. Kendall has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kendall is part of Blom & Howell Financial Planning, Inc, which operates out of Modesto, California. The firm has 4 employees and manages assets totaling $127.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Blom & Howell Financial Planning, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blom & Howell Financial Planning, Inc Brokerage Details
$127,370,240
4
885
$143,921
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kendall Seifert Work History
Blom & Howell Financial Planning, Inc
Trader Joes
Grand Canyon University
Modesto County Schools
Sylvan School District
Disclosures
Please visit the SEC profile of Kendall Seifert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blom & Howell Financial Planning, Inc
Modesto, CA
Modesto, CA
Modesto, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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