Ryan Joseph Rourke
Investment adviser representative at The Planner's Edge LLC
10 yearsExperience
1 stateRegistered in
$178.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Planner's Edge LLCDec 2024 to now
- Nwam, LLC dba Northwest Asset ManagementJan 2023 to Dec 2024
- Massmutual Life Insurance CompanyMay 2016 to Jan 2023
- MML Investors Services, LLCApr 2016 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Planner's Edge LLC
$178.7MAssets managed
213Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6060980
- Firm CRD
- 114616