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Karen L. O'rourke

BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 4248789
KO
Karen L O'rourke

Professional summary

Karen L O'rourke, CFP®, who also goes by Karen Lee O Rourke, Karen Lee O'rourke, Karen O'rourke, Karen Lee Robator, was a registered financial advisor .

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Karen had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Karen Lee O Rourke | Karen Lee O'rourke | Karen O'rourke | Karen Lee Robator

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.
Business Ownership; RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 S River Road, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, Merrimack, NH, 03054; Not Investment-Related; 10/16/2025; 0 hours per month; 0 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - Financial Advisor; Manage advisory business; 262 South River Road, Suite 201, Bedford, NH, 03110; Investment-Related; 09/18/2013; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 10, 2026 - Present

Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past

January 7, 2011 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BEDFORD, NH
Past

January 7, 2011 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH
Past

October 6, 2000 - November 10, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BEDFORD, NH
Past

September 29, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 29, 2000 - November 10, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH

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
New Hampshire
(9/10/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 8/11/2000
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 9/28/2000
General Securities Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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