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Todd Alan Rouleau

Earned Wealth Advisors, LLC

Walnut Creek, CA

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Current Employers
Earned Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-07-28
  • CA RA
    APPROVED
    Since 2016-07-28

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • 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
Thomas Doll Walnut Creek CA 07/2016 01/2025
Earned Wealth Walnut Creek CA 08/2024 01/2025
Earned Wealth Advisors, Llc Walnut Creek CA 01/2025 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-20
  • S63 Uniform Securities Agent State Law Examination
    2001-08-20
Designations

View on SEC IAPD

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ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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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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