David Kristian Harlow
Investment adviser representative at Earned Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Earned Wealth Advisors, LLCJan 2025 to now
- Twd Payroll, Inc.Jul 2014 to now
- Thomas, Doll & Company, CpasJul 2005 to now
- Earned WealthAug 2024 to Jan 2025
- Capital Performance Advisors LLPAug 2007 to Jan 2025
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
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
- 5057342
- Firm CRD
- 108052