Daniel S. Orourke
Professional summary
Daniel Shawn Orourke, CFP®, who also goes by Daniel Shawn O'rourke, Daniel Orourke, is a registered financial advisor currently at O'ROURKE FINANCIAL located in Littleton, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Shawn Orourke's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
September 24, 2018 - Present
O'ROURKE FINANCIAL
Office #1: 11461 W Tanforan Cir, Littleton, CO 80127May 6, 2016 - April 4, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
April 22, 2016 - April 4, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
October 23, 2013 - April 24, 2014
EDWARD JONES
October 1, 2013 - April 24, 2014
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/24/2018)
Exams
Current Firm
O'ROURKE FINANCIAL
CRD#: 297726 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 9,722,239 |
Red Flags
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