David Rourke has been President of Strategic Planning Group since September 2004, is a control person of the firm and directly owns 75% or more of it.
Strategic Planning Group, Inc. is a Wellesley, MA firm with $219M under management, 265 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 21 yearsWellesley, MA · Adviser representative · Firm CRD 124855
Investment adviser representative registrations
David Rourke is registered as an investment adviser representative in 2 states. The first approvals date from February 2005; the most recent is New Hampshire, in January 2019.
- MassachusettsSince 7 February 2005
- New HampshireSince 9 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22 | Direct Participation Programs Representative Examination | 23 May 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 August 1990 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Alexander Rourke
- CRD
- 2089364
- Firm
- Strategic Planning Group · CRD 124855
- Role
- President
- Office
- 57 RIVER STREET, SUITE 306, Wellesley, MA 02481
- Registration
- Investment adviser registration
- In the industry since
- September 1990
- Disciplinary history
- Not yet shown here · SEC record
Where does David Rourke work?
David Rourke has been President of Strategic Planning Group, Inc. since September 2004, and is a control person of the firm.
Is David Rourke a financial advisor?
Yes. David Rourke has a current investment-adviser registration in Massachusetts and New Hampshire, through Strategic Planning Group since February 2005.
How many years of experience does David Rourke have?
David Rourke has 36 years in the financial industry, since September 1990, across 1 adviser firm.
What exams has David Rourke passed?
David Rourke has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 22. The earliest, the Series 6, was passed in August 1990.
Where is David Rourke based?
David Rourke’s registered office is in Wellesley, MA.
Is David Rourke registered with FINRA?
No. David Rourke has no current broker registration.
How can I verify David Rourke’s record?
Search CRD 2089364 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Rourke’s full registration record.