Daniel Patrick O'rourke
Investment adviser representative at Archford Capital Strategies, LLC
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
14 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Archford Capital Strategies, LLCJun 2024 to now
- University of South CarolinaJul 2022 to May 2024
- UnemployedMar 2022 to Jul 2022
- Indiana UniversityJul 2018 to Mar 2022
- The Spot AthleticsJul 2017 to May 2018
- Indiana UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Archford Capital Strategies, LLC
$1.5BAssets managed
861Clients
16Advisers
14 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
- 8038117
- Firm CRD
- 164482