Brendan Daniel O'ROurke

Current Employers

Employment History

• 03/2016 → 03/2017
  First Command Advisory Services
  Fort Worth, TX
• 03/2016 → 03/2017
  First Command Financial Planning, Inc
  Fort Worth, TX
• 03/2016 → 03/2017
  First Command Insurance Services,
  Fort Worth, TX
• 03/2017 → 11/2019
  Morgan Stanley
  Annapolis, MD
• 05/2017 → 11/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2019 → 05/2022
  Charles Schwab & Co., Inc.
  Annapolis, MD
• 11/2019 → 05/2022
  Charles Schwab Bank Ssb
  Washington, DC
• 05/2022 → 05/2024
  Kestra Investment Services, Llc
  Germantown, MD
• 05/2022 → 05/2024
  Kestra Advisory Services, Llc
  Germantown, MD
• 05/2024 → Present
  Van Clemens Insurance Associates Llc
  Minneapolis, MN
• 05/2024 → Present
  Van Clemens Wealth Management Llc
  Minneapolis, MN
• 09/2024 → Present
  Van Clemens & Co. Inc.
  Minneapolis, MN

Previous Registrations

• 2022-05-17 → 2024-05-06
  Kestra Advisory Services, Llc
  Austin, TX
  Germantown, MD
• 2019-12-05 → 2022-05-24
  Charles Schwab & Co., Inc.
  Washington, DC
  Washington, DC
  Annapolis, MD
• 2017-05-18 → 2019-11-18
  Morgan Stanley
  Annapolis, MD
• 2015-12-15 → 2017-03-24
  First Command Advisory Services
  Fort Worth, TX
• 2015-09-16 → 2015-12-15
  First Command Brokerage Services, Inc.
  Odenton, MD
  Rockville, MD

Other Businesses

?Name of the other business: True North Wealth Solutions, LLC ?Whether the business is investment-related: Yes ?Address of the other business: 1910 Towne Centre Blvd., Suite 250, Annapolis, MD 21401 (mailing) doing business out of 1718 Albermarle Dr, Crofton, MD 21114 ?Nature of the other business, your position, title, or relationship with the other business: DBA used for marketing, Financial Planning & Wealth Management services, Owner ?Start date of your relationship: May 6, 2024 ?Approximate number of hours/month you devote to the other business: 160 ?Number of hours you devote to the other business during securities trading hours: 160 ?Briefly describe your duties relating to the other business: Overseeing entity used for marketing & tax purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-01
• S63 Uniform Securities Agent State Law Examination
  2015-06-01

Designations

Other Names

• Brendan Daniel O'ROurke
• Brendan Daniel Orourke
• Brendan Orourke
• Brendan D O'ROurke