Robert G. Peelman

EARNED WEALTH ADVISORS

Cincinnati, OH 45236

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CRD#: 4681010

Professional summary

Robert G Peelman, CFP® is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Cincinnati, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Robert G Peelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

December 8, 2025 - Present

EARNED WEALTH ADVISORS, LLC

Office #1: 8044 Montgomery Rd Suite 710, Cincinnati, OH 45236

RIA

CRD#: 108052

Cincinnati, OH

Past

August 8, 2012 - June 30, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

CINCINNATI, OH

Past

August 3, 2010 - December 11, 2025

OJM GROUP, LLC

RIA

CRD#: 119850

CINCINNATI, OH

Past

June 1, 2009 - August 9, 2010

MORGAN STANLEY

RIA

CRD#: 149777

EDGEWOOD, KY

Past

June 1, 2009 - August 9, 2010

MORGAN STANLEY

CRD#: 149777

EDGEWOOD, KY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

EDGEWOOD, KY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

EDGEWOOD, KY

Past

January 21, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

EDGEWOOD, KY

Past

January 21, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

EDGEWOOD, KY

Past

September 25, 2003 - March 29, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

EDGEWOOD, KY

Past

July 29, 2003 - March 29, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

EARNED WEALTH ADVISORS, LLC

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(12/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/18/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/3/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/28/2003

General Securities Representative Examination

Current Firm

EARNED WEALTH ADVISORS, LLC

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

SEC notice filing (26 States and Territories)

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 Accounts	3,544
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.

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Advisor Monitoring

Firm Stability Insights

Robert G. Peelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert G Peelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OJM GROUP, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

EARNED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2003

SIE

Date: 6/30/2015

Series 31

Date: 10/3/2003

Series 7

Date: 7/28/2003

Current Firm

EARNED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EARNED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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