Janae D. O'rourke

SYM FINANCIAL ADVISORS

Midland, MI 48640

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CRD#: 6787157

Professional summary

Janae D O'rourke, CFP®, who also goes by Janae D Orourke, Janae D Wolfe, Janae Wolfe, is a registered financial advisor currently at SYM FINANCIAL ADVISORS located in Midland, Michigan.

Janae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Janae has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janae D Orourke | Janae D Wolfe | Janae Wolfe

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.

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 09/08/20 2) JANAE O'ROURKE, 510 WALNUT ST, MIDLAND, MI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/04/19, INV REL, 4/WK- 4/TRADING 3) LERNER FINANCIAL, 15505 Waldron Way, Big Rapids MI 49307, 01/2025, Financial Advisor, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janae D O'rourke's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 3, 2025 - Present

SYM FINANCIAL ADVISORS

Office #1: 414 Townsend St. #202, Midland, MI 48640

RIA

CRD#: 107517

Midland, MI

Past

September 8, 2020 - September 24, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Big Rapids, MI

Past

September 8, 2020 - September 24, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BIG RAPIDS, MI

Past

November 4, 2019 - August 31, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Midland, MI

Past

September 20, 2018 - August 31, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Midland, MI

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".

SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS | SYM FINANCIAL CORPORATION | SYM FINANCIAL CORP. DBA SYM FINANCIAL ADVISORS | SYM FINANCIAL CORP.

CRD#: 107517 / SEC#: 801-23944

RIA

Registered Investment Advisory firm - (5/15/1985 Approved)

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

Indiana
(10/3/2025)

IAR

Michigan
(10/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2018

General Securities Representative Examination

Current Firm

SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS | SYM FINANCIAL CORPORATION | SYM FINANCIAL CORP. DBA SYM FINANCIAL ADVISORS | SYM FINANCIAL CORP.

CRD#: 107517 / SEC#: 801-23944

RIA

Registered Investment Advisory firm - (5/15/1985 Approved)

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Contact information

Main Address

801 Park Ave, Winona Lake, IN 46590

Mailing Address

Phone number

(800) 888-7968

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYM ADV PART 2A (7/31/2025)

Regulatory assets under management

Total Number of Accounts	5,993
AUM (Assets Under Management)	$ 4,879,622,399

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/20/2024	Cover Page	Report
06/29/2023	Cover Page	Report
12/19/2022	Cover Page	Report

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.

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Janae D. O'rourke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janae D O'rourke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SYM FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2018

Current Firm

SYM FINANCIAL ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SYM FINANCIAL ADVISORS

TRUST BUT VERIFY

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