Harold Michael Lewellen
Investment adviser representative at Earned Wealth Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
23 years in the industry.
- Earned Wealth Advisors, LLCDec 2025 to now
- Earned Wealth Advisors d/b/a Ojm GroupDec 2025 to now
- Ojm GroupOct 2008 to Dec 2025
- The Odell GroupJun 2003 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4734364
- Firm CRD
- 108052