Michael Joseph Howell

Employer firm

Blom & Howell Financial Planning, Inc. CRD 311830

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 08/2018
  Lpl Financial, Llc
  Modesto, CA
• 07/2018 → 03/2021
  Scf Securities, Inc.
  Fresno, CA
• 07/2018 → 03/2021
  Scf Investment Advisors, Inc.
  Fresno, CA
• 07/2018 → 03/2021
  Blom & Howell Financial Planning, Inc. (D/B/A Under Scf)
  Modesto, CA
• 02/2021 → Present
  Blom & Howell Financial Planning, Inc.
  Modesto, CA
• 10/2013 → 08/2018
  Lpl Financial Llc
  Modesto, CA
• 01/2022 → Present
  Blom & Howell Financial Planning, Inc.
  Modesto, CA

Previous Registrations

• 2018-07-26 → 2021-03-31
  Scf Investment Advisors, Inc.
  Modesto, CA
  San Diego, CA
• 2013-10-18 → 2018-08-01
  Lpl Financial Llc
  Modesto, CA

Other Businesses

Self-employed CHURCH MUSICIAN - SAME ADDRESS - NOT INVESTMENT RELATED; Start date January 2017; Approximately 1 hour per month, not during securities trading hours. SELF EMPLOYED INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS - SELL FIXED INSURANCE PRODUCTS; Start date September 2013; Approximately 5 hours per month, during securities trading hours. CONSULTANT - NON-PROFIT/CHURCH CONSULTANT - TEACHING & education ON VARIOUS FINANCIAL TOPICS - NOT INVESTMENT RELATED; Same address; Start date January 2017; Approximately 1 hour per month, not during securities trading hours. SHELTER COVE COMMUNITY CHURCH - OFFICER - SAME ADDRESS - NOT INVESTMENT RELATED; Start date January 2020; Approximately 8 hours per month, not during securities trading hours. LIONS BASEBALL CLUB - TREASURER AND SECRETARY - NOT INVESTMENT RELATED; Start September 2025; Less than 10 hours per month handling donations and financials for nonprofit baseball club, not during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-17

Designations

• Certified Financial Planner