Michael Joseph Howell
Investment adviser representative at Blom & Howell Financial Planning, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Blom & Howell Financial Planning, Inc.Feb 2021 to now
- Blom & Howell Financial Planning, Inc. (d/b/a Under Scf)Jul 2018 to Mar 2021
- Scf Investment Advisors, Inc.Jul 2018 to Mar 2021
- Scf Securities, Inc.Jul 2018 to Mar 2021
- LPL Financial, LLCSep 2013 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Blom & Howell Financial Planning, Inc.
$161.5MAssets managed
423Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6127551
- Firm CRD
- 311830