Michael Howell has been CCO, President, Shareholder & Financial Advisor of Blom & Howell Financial Planning since January 2024, is a control person of the firm and directly owns 75% or more of it. Michael Howell holds a Bachelor's degree in Business Administration from Azusa Pacific University and an MBA with an accounting concentration from Liberty 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.
Michael Howell is Owner of Blom & Howell Financial Planning. He provides comprehensive financial planning for families, retirees, and business owners, with a focus on retirement strategy, including when and how to draw income from Social Security, pensions, or investment portfolios. He joined the firm in 2012.
Michael Howell’s longest registration is the current one, 5 years at Blom & Howell Financial Planning since 2021. Before joining Blom & Howell Financial Planning in 2021, Michael Howell was registered through SCF Investment Advisors, Inc. and LPL Financial LLC.
- – present · 5 yearsModesto, CA · Adviser representative · Firm CRD 311830
- SCF Investment Advisors, Inc.– · 2 yearsModesto, CA · Adviser representative · Firm CRD 123608
- LPL Financial LLC– · 4 yearsModesto, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Blom & Howell Financial Planning
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Michael Howell is registered as an investment adviser representative in California, since February 2021.
- CaliforniaSince 9 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 October 2013 |
| Series 7 | General Securities Representative Examination | 5 September 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Howell
- CRD
- 6127551
- Firm
- Blom & Howell Financial Planning · CRD 311830
- Role
- CCO, President, Shareholder & Financial Advisor
- Office
- 3340 TULLY RD., STE. B4, Modesto, CA 95350
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blomandhowell.com
Where does Michael Howell work?
Michael Howell has been CCO, President, Shareholder & Financial Advisor of Blom & Howell Financial Planning, Inc. since January 2024, and is a control person of the firm.
Is Michael Howell a financial advisor?
Yes. Michael Howell has a current investment-adviser registration in California, through Blom & Howell Financial Planning since February 2021.
How many years of experience does Michael Howell have?
Michael Howell has 13 years in the financial industry, since September 2013, across 3 adviser firms.
What exams has Michael Howell passed?
Michael Howell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2013. FINRA credited Michael Howell with the SIE, which began in October 2018.
Where did Michael Howell work before Blom & Howell Financial Planning?
Before Blom & Howell Financial Planning, Michael Howell was registered through LPL Financial LLC, October 2013 to August 2018.
Where is Michael Howell based?
Michael Howell’s registered office is in Modesto, CA.
Is Michael Howell registered with FINRA?
No. Michael Howell has no current broker registration.
Is Michael Howell a CFP?
Blom & Howell Financial Planning lists Michael Howell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Michael Howell’s record?
Search CRD 6127551 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Howell’s full registration record.