Joseph Eugene Kalinowski
Investment adviser representative at Earned Wealth Advisors, LLC
38 yearsExperience
2 statesRegistered in
PFSDesignation
$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
38 years in the industry.
- Earned Wealth Advisors, LLCJan 2025 to now
- TD Payroll, Inc.Jul 2014 to now
- Pensionone Advisors, Inc.Jul 2004 to now
- Thomas Doll Cpa's, P.C.Dec 1988 to now
- Earned WealthAug 2024 to Jan 2025
- Thomas DollJul 2007 to Jan 2025
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4371318
- Firm CRD
- 108052