Ryan Joseph Rourke

Employer firm

The Planner's Edge LLC CRD 114616

$179M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 01/2023
  Massmutual Life Insurance Company
  Mercer Island, WA
• 04/2016 → 01/2023
  Mml Investors Services, Llc
  Mercer Island, WA
• 01/2023 → 12/2024
  Nwam, Llc Dba Northwest Asset Management
  Mercer Island, WA
• 12/2024 → Present
  The Planner's Edge Llc
  Mercer Island, WA

Previous Registrations

• 2023-01-19 → 2024-12-20
  Northwest Asset Management
  Mercer Island, WA
  Mercer Island, WA
• 2016-05-17 → 2023-01-30
  Mml Investors Services, Llc
  Mercer Island, WA
• 2015-09-18 → 2016-03-31
  Raymond James Financial Services Advisors, Inc
  Bellevue, WA

Other Businesses

(1) Insurance; investment-related; same address; licensed insurance producer; 4/27/2016; 0 hours per month. Licensed Insurance Producer in the State of Washington but not conducting insurance sales or service at this time. (2) Terra Firma Financial, LLC; not investment-related; same address; Owner; 1/19/2023; 0 hours per month; This entity does not provide advisory services. (3) The Bertschi School; not investment-related; 2227 10th Ave E, Seattle, WA 98102; Child Education; Member of Board of Trustees; 6/1/2021; 2 hours per month, none during securities trading hours; Volunteer Board Member for the school.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-27