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Steven E. Leininger

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CRD#: 1041102
SL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Erwin Leininger was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1982. Steven had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 4, 1999 - September 22, 2021

EARNED WEALTH ADVISORS, LLC

RIA
CRD#: 108052
WALNUT CREEK, CA
Past

July 9, 1984 - December 7, 1994

WARNER BECK INCORPORATED

BD
CRD#: 11076
Past

June 28, 1982 - October 14, 1983

FSC SECURITIES CORPORATION

BD
CRD#: 7461

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/11/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)
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Contact information


Main Address
165 Lennon Lane Suite 200, Walnut Creek, CA 94598
Mailing Address
Phone number
(925) 939-2500
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management


Total Number of Accounts3,544
AUM (Assets Under Management)$ 1,916,730,533

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EARNED WEALTH ADVISORS, LLC

CRD#: 108052

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