Todd Alan Rouleau

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

• 07/2016 → 01/2025
  Thomas Doll
  Walnut Creek, CA
• 08/2024 → 01/2025
  Earned Wealth
  Walnut Creek, CA
• 01/2025 → Present
  Earned Wealth Advisors, Llc
  Walnut Creek, CA

Previous Registrations

• 2024-08-01 → 2025-01-04
  Earned Wealth
  Walnut Creek, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-20

Designations

• Certified Financial Planner
• Chartered Financial Analyst