BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD #311830 SEC #801-123684 MODESTO, CA 209-857-5207
SEC Registered
Total AUM
$143.8M
Discretionary
$133.8M
Employees
4
Clients
10
Accounts
924
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLOM, GARY, GEORGE | I | SHAREHOLDER, CCO, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | D | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, CCO, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | D | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, CCO, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| HOWELL, MICHAEL, JOSEPH | I | CCO, PRESIDENT, SHAREHOLDER & FINANCIAL ADVISOR | D | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| BLOM, GARY, GEORGE | I | SHAREHOLDER, PRESIDENT, SECRETARY, TREASURER, & FINANCIAL ADVISOR | C | Control |
| HOWELL, MICHAEL, JOSEPH | I | SHAREHOLDER & FINANCIAL ADVISOR | C | Control |
| HOWELL, MICHAEL, JOSEPH | I | SHAREHOLDER & FINANCIAL ADVISOR | C | Control |
| HOWELL, MICHAEL, JOSEPH | I | SHAREHOLDER & FINANCIAL ADVISOR | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (4)
CA CO ID TN
Address
3340 TULLY RD.STE. B4
MODESTO, CA 95350
United States
Phone: 209-857-5207