Robert G Peelman

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2010 → 12/2025
  Ojm Group
  Cincinnati, OH
• 12/2025 → Present
  Earned Wealth Advisors D/B/A Ojm Group
  Cincinnati, OH

Previous Registrations

• 2010-08-03 → 2025-12-11
  Ojm Group, Llc
  Cincinnati, OH
• 2009-06-01 → 2010-08-09
  Morgan Stanley
  Edgewood, KY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Edgewood, KY
• 2005-01-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Edgewood, KY
  Edgewood, KY
• 2003-09-25 → 2004-03-29
  Morgan Stanley Dw Inc.
  Edgewood, KY

Exams

• S66 Uniform Combined State Law Examination
  2003-08-18

Designations

• Certified Financial Planner