Best Investors Account Sign in
Inactive

Adam Nicholas Braunscheidel

Earned Wealth Advisors, LLC

Walnut Creek, CA

Cincinnati, OH

CRD 6035699

Claim This Profile
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:

Current Employers
Earned Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-05
  • OH RA
    APPROVED
    Since 2025-12-05

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 05/2010 12/2025
Earned Wealth Advisors D/B/A Ojm Group Cincinnati OH 12/2025 Present
  • 05/2010 → 12/2025
    Ojm Group
    Cincinnati, OH
  • 12/2025 → Present
    Earned Wealth Advisors D/B/A Ojm Group
    Cincinnati, OH
Previous Registrations
  • 2012-03-09 → 2025-12-11
    Ojm Group, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-17
  • S65 Uniform Investment Adviser Law Examination
    2012-02-17
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor