Brendan Daniel O'rourke
Investment adviser representative at Van Clemens Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$470.4MFirm assets
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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.
- Van Clemens & Co. Inc.Sep 2024 to now
- Van Clemens Wealth Management, LLCMay 2024 to now
- Van Clemens Insurance Associates LLCMay 2024 to now
- Kestra Advisory Services, LLCMay 2022 to May 2024
- Kestra Investment Services, LLCMay 2022 to May 2024
- Charles Schwab & Co., Inc.Nov 2019 to May 2022
- Charles Schwab Bank SsbNov 2019 to May 2022
- Morgan Stanley Private Bank, National AssociationMay 2017 to Nov 2019
- Morgan StanleyMar 2017 to Nov 2019
- First Command Advisory ServicesMar 2016 to Mar 2017
- First Command Financial Planning, IncMar 2016 to Mar 2017
- First Command Insurance Services,Mar 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MD, MN).
Van Clemens Wealth Management, LLC
$470.4MAssets managed
616Clients
40Advisers
2 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
- 6413328
- Firm CRD
- 297362