Brendan O'Rourke has been an investment adviser representative at Van Clemens Wealth Management since May 2024, and is not listed among the firm’s executive officers or direct owners.
Van Clemens Wealth Management, LLC is a Minneapolis, MN firm with $470M under management, 616 clients and 24 advisers across 6 offices, as of its September 2026 filing.
Brendan O'Rourke’s longest registration was 2 years at Morgan Stanley (2017–2019). Before joining Van Clemens Wealth Management in 2024, Brendan O'Rourke was registered through Kestra Advisory Services, LLC and Charles Schwab & Co., Inc.
- – present · 2 yearsAnnapolis, MD · Adviser representative · Firm CRD 297362
- Kestra Advisory Services, LLC– · 1 yearGermantown, MD · Adviser representative · Firm CRD 283330
- Charles Schwab & Co., Inc.– · 2 yearsAnnapolis, MD · Adviser representative · Firm CRD 5393
- Morgan Stanley– · 2 yearsAnnapolis, MD · Adviser representative · Firm CRD 149777
- First Command Advisory Services– · 1 yearFort Worth, TX · Adviser representative · Firm CRD 281958
- First Command Financial Planning, Inc.– · under a yearOdenton, MD · Adviser representative · Firm CRD 3641
Investment adviser representative registrations
Brendan O'Rourke is registered as an investment adviser representative in 2 states. Each was approved in May 2024.
- MarylandSince 6 May 2024
- MinnesotaSince 6 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 June 2015 |
| Series 7 | General Securities Representative Examination | 14 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brendan Daniel O'Rourke
- CRD
- 6413328
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- 1997 Annapolis Exchange Pkwy, Ste 300, Annapolis, MD 21401
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brendan O'Rourke work?
Brendan O'Rourke is an investment adviser representative registered through Van Clemens Wealth Management, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brendan O'Rourke a financial advisor?
Yes. Brendan O'Rourke has a current investment-adviser registration in Maryland and Minnesota, through Van Clemens Wealth Management since May 2024.
How many years of experience does Brendan O'Rourke have?
Brendan O'Rourke has 11 years in the financial industry, since May 2015, across 6 adviser firms.
What exams has Brendan O'Rourke passed?
Brendan O'Rourke has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2015. FINRA credited Brendan O'Rourke with the SIE, which began in October 2018.
Where did Brendan O'Rourke work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Brendan O'Rourke was registered through Kestra Advisory Services, LLC, May 2022 to May 2024; Charles Schwab & Co., Inc., December 2019 to May 2022; Morgan Stanley, May 2017 to November 2019; First Command Advisory Services, December 2015 to March 2017; First Command Financial Planning, Inc., September 2015 to December 2015.
Where is Brendan O'Rourke based?
Brendan O'Rourke’s registered office is in Annapolis, MD.
Is Brendan O'Rourke registered with FINRA?
Yes. Brendan O'Rourke has a current broker registration, under CRD 6413328.
Source: FINRA BrokerCheck
How can I verify Brendan O'Rourke’s record?
Search CRD 6413328 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brendan O'Rourke’s full registration record.