Kendall Jane Seifert
Investment adviser representative at Blom & Howell Financial Planning, Inc.
11 yearsExperience
1 stateRegistered in
$161.5MFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Blom & Howell Financial Planning, Inc.Aug 2023 to now
- Trader JoesSep 2018 to now
- Grand Canyon UniversityAug 2019 to Apr 2023
- Modesto County SchoolsAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7798540
- Firm CRD
- 311830