Unclaimed
Kevin O'Rourke is a financial professional with over 11 years of experience in the industry. Kevin is registered with Northwestern Mutual Investment Services, LLC, and holds Series 6, 7TO, and 63 licenses. Kevin is also a registered investment advisor representative. Kevin is dedicated to providing financial advice and investment management services to clients in Iowa and several other states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
IA
10/19/2011 - Present
Northwestern Mutual Investment Services, LLC (Marengo IA)
BC
Issued 10/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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