Brendan
O'Rourke
Van Clemens Wealth Management, LLC
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About this Advisor
Brendan O'Rourke is a financial advisor based in Minneapolis, Minnesota, working with Van Clemens Wealth Management, LLC. Brendan has previously held positions at Caffes Construction Inc, Towson University, Axa Advisors LLC, First Command Financial Planning, First Command Advisory Services, First Command Financial Planning, Inc, First Command Insurance Services, Morgan Stanley, Morgan Stanley Private Bank, National Association, Charles Schwab & Co., Inc, Charles Schwab Bank Ssb, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Van Clemens Insurance Associates LLC, and Van Clemens Wealth Management LLC. Brendan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland and Minnesota. Currently, Brendan is part of Van Clemens Wealth Management, LLC, which operates out of Minneapolis, Minnesota. The firm has 1 office and 17 employees. The firm manages assets totaling $105.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Van Clemens Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Van Clemens Wealth Management, LLC Brokerage Details
$105,854,271
17
481
$220,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brendan O'Rourke Work History
Van Clemens Insurance Associates LLC
Van Clemens Wealth Management LLC
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank Ssb
Morgan Stanley
Morgan Stanley Private Bank, National Association
First Command Advisory Services
First Command Financial Planning, Inc
First Command Insurance Services
Axa Advisors LLC
First Command Financial Planning
Caffes Construction Inc
Towson University
Disclosures
Please visit the SEC profile of Brendan O'Rourke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Van Clemens Wealth Management, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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