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Kendall Jane Seifert

Blom & Howell Financial Planning, Inc.

Modesto, CA

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Current Employers
Blom & Howell Financial Planning, Inc.

3340 Tully Rd. Ste. B4, Modesto, CA 95350 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-23
  • CA RA
    APPROVED
    Since 2023-10-23

Branch Locations

3340 Tully Rd. Ste. B4, Modesto, CA 95350 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blom & Howell Financial Planning, Inc. Modesto CA 08/2023 Present
Trader Joes Modesto CA 09/2018 Present
Grand Canyon University Phoenix AZ 08/2019 04/2023
Modesto County Schools Modesto CA 08/2015 06/2019
  • 08/2023 → Present
    Blom & Howell Financial Planning, Inc.
    Modesto, CA
  • 09/2018 → Present
    Trader Joes
    Modesto, CA
  • 08/2019 → 04/2023
    Grand Canyon University
    Phoenix, AZ
  • 08/2015 → 06/2019
    Modesto County Schools
    Modesto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23

View on SEC IAPD

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INTEGRAL WEALTH MANAGEMENT · Modesto, CA
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