BO
Brendan D. O'rourke
VAN CLEMENS WEALTH MANAGEMENT
Annapolis, MD 21401
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CRD#: 6413328
BO
Professional summary
Brendan Daniel O'rourke, CFP®, who also goes by Brendan D O'rourke, Brendan Daniel Orourke, Brendan Orourke, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Annapolis, Maryland and VAN CLEMENS & CO. INCORPORATED located in Annapolis, Maryland.
Brendan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Brendan has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brendan D O'rourke | Brendan Daniel Orourke | Brendan Orourke
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.
?Name of the other business: True North Wealth Solutions, LLC ?Whether the business is investment-related: Yes ?Address of the other business: 1910 Towne Centre Blvd., Suite 250, Annapolis, MD 21401 (mailing) doing business out of 1718 Albermarle Dr, Crofton, MD 21114 ?Nature of the other business, your position, title, or relationship with the other business: DBA used for marketing, Financial Planning & Wealth Management services, Owner ?Start date of your relationship: May 6, 2024 ?Approximate number of hours/month you devote to the other business: 160 ?Number of hours you devote to the other business during securities trading hours: 160 ?Briefly describe your duties relating to the other business: Overseeing entity used for marketing & tax purposes.
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Daniel O'rourke's CRS (Customer Relationship Summary).
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®
Start date: 2021
Experience
Current
May 6, 2024 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
Office #1: 1997 Annapolis Exchange Pkwy, Annapolis, MD 21401RIA
CRD#: 297362
Annapolis, MD
Current
September 12, 2024 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401BD
CRD#: 6914
Annapolis, MD
Past
May 17, 2022 - May 6, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Germantown, MD
Past
May 17, 2022 - May 6, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
GERMANTOWN, MD
Past
December 5, 2019 - May 24, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Annapolis, MD
Past
November 25, 2019 - May 24, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Annapolis, MD
Past
June 7, 2017 - November 18, 2019
MORGAN STANLEY
BD
CRD#: 149777
ANNAPOLIS, MD
Past
May 18, 2017 - November 18, 2019
MORGAN STANLEY
RIA
CRD#: 149777
ANNAPOLIS, MD
Past
December 15, 2015 - March 24, 2017
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
FORT WORTH, TX
Past
September 16, 2015 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
Odenton, MD
Past
August 28, 2015 - March 24, 2017
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Odenton, MD
Past
January 14, 2015 - June 18, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
COLUMBIA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Maryland(5/6/2024)
RR
Maryland(9/12/2024)
IAR
Minnesota(5/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 2nd Avenue South Suite 1500, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 758-9140
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VAN CLEMENS WEALTH MANAGEMENT, LLC
CRD#: 297362Annapolis, MD 21401TRUST BUT VERIFY
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