Todd Alan Rouleau
Investment adviser representative at Earned Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Earned Wealth Advisors, LLCJan 2025 to now
- Earned WealthAug 2024 to Jan 2025
- Thomas DollJul 2016 to Jan 2025
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Earned Wealth Advisors, LLC
$3.1BAssets managed
1,875Clients
46Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4147813
- Firm CRD
- 108052