Kendall Seifert has been an investment adviser representative at Blom & Howell Financial Planning since October 2023, and is not listed among the firm’s executive officers or direct owners. Kendall Seifert holds a Degree in Business Management from Grand Canyon University.
Blom & Howell Financial Planning, Inc. is a Modesto, CA firm with $161M under management, 423 clients and 2 advisers in one office, as of its May 2026 filing.
Kendall Seifert is Financial Advisor of Blom & Howell Financial Planning. She partners with individuals and families on their financial lives and works with clients on long-term strategies that align with their goals and values. Before joining Blom & Howell, she spent five years working at Trader Joe's.
- – present · 2 yearsModesto, CA · Adviser representative · Firm CRD 311830
Investment adviser representative registrations
Kendall Seifert is registered as an investment adviser representative in California, since October 2023.
- CaliforniaSince 23 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kendall Jane Seifert
- CRD
- 7798540
- Firm
- Blom & Howell Financial Planning · CRD 311830
- Office
- 3340 TULLY RD., STE. B4, Modesto, CA 95350
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blomandhowell.com
Where does Kendall Seifert work?
Kendall Seifert is an investment adviser representative registered through Blom & Howell Financial Planning, Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kendall Seifert a financial advisor?
Yes. Kendall Seifert has a current investment-adviser registration in California, through Blom & Howell Financial Planning since October 2023.
How many years of experience does Kendall Seifert have?
Kendall Seifert has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Kendall Seifert passed?
Kendall Seifert passed the Series 65 in October 2023.
Where is Kendall Seifert based?
Kendall Seifert’s registered office is in Modesto, CA.
Is Kendall Seifert registered with FINRA?
No. Kendall Seifert has no current broker registration.
How can I verify Kendall Seifert’s record?
Search CRD 7798540 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kendall Seifert’s full registration record.
