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Harold Michael Lewellen

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
The Odell Group Cincinnati OH 06/2003 12/2025
Ojm Group Cincinnati OH 10/2008 12/2025
Earned Wealth Advisors D/B/A Ojm Group Cincinnati OH 12/2025 Present
  • 06/2003 → 12/2025
    The Odell Group
    Cincinnati, OH
  • 10/2008 → 12/2025
    Ojm Group
    Cincinnati, OH
  • 12/2025 → Present
    Earned Wealth Advisors D/B/A Ojm Group
    Cincinnati, OH
Previous Registrations
  • 2008-10-07 → 2025-12-11
    Ojm Group, Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-13
  • S63 Uniform Securities Agent State Law Examination
    2004-07-13
Designations

View on SEC IAPD

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ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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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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