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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blom & Howell Financial Planning have?","answer":"Blom & Howell Financial Planning has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blom & Howell Financial Planning invest in?","answer":"At the end of its last fiscal year, Blom & Howell Financial Planning’s separately managed accounts held 69% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 3% other, 2% pooled vehicles (private funds and similar) and 2% cash and equivalents. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}