Ryan Rourke has been Managing Member of The Planner's Edge since April 2025, is a control person of the firm and directly owns between 10% and 25% of it. Ryan Rourke holds an Economics degree from Cornell University and a Law degree from Seattle University.
The Planner'S Edge LLC is a Mercer Island, WA firm with $179M under management, 213 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Ryan Rourke is Partner and Advisor of The Planner's Edge. He has worked in the financial industry since 2012, with economics and law degrees that give him a perspective drawn from estate planning, taxation, and business law. He provides investment advice and advises on where money intersects with other parts of life, and aims to build long-term relationships with clients.
Ryan Rourke’s longest registration was 6 years at MML Investors Services, LLC (2016–2023). Before joining The Planner's Edge in 2024, Ryan Rourke was registered through Northwest Asset Management and MML Investors Services, LLC.
- The Planner'S Edge LLCCurrent– present · 1 yearMercer Island, WA · Adviser representative · Firm CRD 114616
- Northwest Asset Management– · 1 yearMercer Island, WA · Adviser representative · Firm CRD 147923
- MML Investors Services, LLC– · 6 yearsMercer Island, WA · Adviser representative · Firm CRD 10409
- Raymond James Financial Services Advisors, Inc– · under a yearBellevue, WA · Adviser representative · Firm CRD 149018
Professional designations
Listed by The Planner's Edge
- ChFC
Investment adviser representative registrations
Ryan Rourke is registered as an investment adviser representative in Washington, since December 2024.
- WashingtonSince 20 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 September 2015 |
| Series 66 | Uniform Combined State Law Examination | 27 March 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Ryan Joseph Rourke
- CRD
- 6060980
- Firm
- The Planner's Edge · CRD 114616
- Role
- Managing Member
- Office
- 2737 78TH AVENUE SE, SUITE 103, Mercer Island, WA 98040
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplannersedge.com
Where does Ryan Rourke work?
Ryan Rourke has been Managing Member of The Planner'S Edge LLC since April 2025, and is a control person of the firm.
Is Ryan Rourke a financial advisor?
Yes. Ryan Rourke has a current investment-adviser registration in Washington, through The Planner's Edge since December 2024.
How many years of experience does Ryan Rourke have?
Ryan Rourke has 11 years in the financial industry, since October 2015, across 4 adviser firms.
What exams has Ryan Rourke passed?
Ryan Rourke has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in March 2015. FINRA credited Ryan Rourke with the SIE, which began in October 2018.
Where did Ryan Rourke work before The Planner's Edge?
Before The Planner's Edge, Ryan Rourke was registered through Northwest Asset Management, January 2023 to December 2024; MML Investors Services, LLC, May 2016 to January 2023; Raymond James Financial Services Advisors, Inc, September 2015 to March 2016.
Where is Ryan Rourke based?
Ryan Rourke’s registered office is in Mercer Island, WA.
Is Ryan Rourke registered with FINRA?
No. Ryan Rourke has no current broker registration.
How can I verify Ryan Rourke’s record?
Search CRD 6060980 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Rourke’s full registration record.
