Brendan O'rourke is a CFP-designated registered investment advisor, based in Annapolis, MD, with 10 years of industry experience.
Location
1997 Annapolis Exchange Pkwy, Ste 300, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan is the owner of True North Wealth Solutions, LLC, a DBA used for marketing, financial planning, and wealth management services, since May 2024. He dedicates full-time hours to overseeing this entity.
Employment History
Current Registrations
Van Clemens & CO. IncorporatedBroker
Van Clemens Wealth Management, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan StanleyBroker
Morgan Stanley
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
AXA Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.