Brendan Daniel O'Rourke
Investment Adviser Representative at VAN Clemens Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brendan Daniel O'Rourke is an investment adviser representative with VAN Clemens Wealth Management, LLC in Annapolis, MD, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 6 firms, including Kestra Advisory Services, LLC and Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland and Minnesota.
Registrations & licenses
- Investment adviser:
- Maryland, Minnesota
- Broker:
1 state or territory
Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Advisory ServicesMar 2016 – Mar 2017Fort Worth, TX
- First Command Financial Planning, IncMar 2016 – Mar 2017Fort Worth, TX
- First Command Insurance Services,Mar 2016 – Mar 2017Fort Worth, TX
- Morgan StanleyMar 2017 – Nov 2019Annapolis, MD
- Morgan Stanley Private Bank, National AssociationMay 2017 – Nov 2019New York, NY
- Charles Schwab & Co., Inc.Nov 2019 – May 2022Annapolis, MD
- Charles Schwab Bank SSBNov 2019 – May 2022Washington, DC
- Kestra Investment Services, LLCMay 2022 – May 2024Germantown, MD
- Kestra Advisory Services, LLCMay 2022 – May 2024Germantown, MD
- Van Clemens Insurance Associates LLCMay 2024 – no end date reportedMinneapolis, MN
- Van Clemens Wealth Management LLCMay 2024 – no end date reportedMinneapolis, MN
- Van Clemens & Co. Inc.Sep 2024 – no end date reportedMinneapolis, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About VAN Clemens Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Brokerage, wealth management, investment advisory, financial planning, insurance (life, disability income, long-term care, annuities), Medicare, and accounting services including tax management, financial statements, financial planning, and mergers and acquisitions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-129906
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at VAN Clemens Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan Daniel O'Rourke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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