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Robert G Peelman

Earned Wealth Advisors, LLC

Walnut Creek, CA

Cincinnati, OH

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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-08
  • OH RA
    APPROVED
    Since 2025-12-08

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

8044 Montgomery Rd Ste 440, Cincinnati, OH 45236 • 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
Ojm Group Cincinnati OH 07/2010 12/2025
Earned Wealth Advisors D/B/A Ojm Group Cincinnati OH 12/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-18
  • S66 Uniform Combined State Law Examination
    2003-08-18
Designations

View on SEC IAPD

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ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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