Brendan O'rourke (CRD# 6413328) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry. Brendan O'rourke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Van Clemens Insurance Associates LLC | Minneapolis, MN | May 2024 - Current | < 1 |
| Van Clemens Wealth Management LLC | Minneapolis, MN | May 2024 - Current | < 1 |
| Kestra Investment Services, LLC | Germantown, MD | May 2022 - May 2024 | 2 |
| Kestra Advisory Services, LLC | Germantown, MD | May 2022 - May 2024 | 2 |
| Charles Schwab & Company, Inc. | Annapolis, MD | Nov 2019 - May 2022 | 2 |
| Charles Schwab Bank Ssb | Washington, DC | Nov 2019 - May 2022 | 2 |
| Morgan Stanley Private Bank, National Association | New York, NY | May 2017 - Nov 2019 | 2 |
| Morgan Stanley | Annapolis, MD | Mar 2017 - Nov 2019 | 2 |
| First Command Advisory Services | Fort Worth, TX | Mar 2016 - Mar 2017 | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Mar 2016 - Mar 2017 | 1 |
| First Command Insurance Services, | Fort Worth, TX | Mar 2016 - Mar 2017 | 1 |
| First Command Financial Planning | Fort Worth, TX | Aug 2015 - Feb 2016 | < 1 |
| Axa Advisors LLC | New York, NY | Jan 2015 - Jun 2015 | < 1 |
| Caffes Construction Inc. | Crofton, MD | Aug 2014 - Jan 2015 | < 1 |
| Towson University | Towson, MD | Feb 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- MD
- MN
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts481ACCOUNTS
-
Average Account Value$220,071
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, IA, IN, MD, MN, ND, SD, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.