Ryan Kenji Kosakura
CFA, CFP®Professional Summary
Ryan Kenji Kosakura, CFA, CFP® is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Ryan is a Wealth Advisor and Director of Research responsible for developing and managing client relationships, designing financial plans and leading the ZRC investment committee. As an advisor with Elevation Wealth Partners since 2014, Ryan loves working with individuals and families to achieve financial independence and a “work optional” lifestyle. He has embraced this FIRE (financial independence/retire early) mentality for more than 15 years. Previously, Ryan worked in public accounting (Deloitte), telecom (Verizon Wireless), wireless...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Education
University of California at Santa Barbara
Economics, BA
Economics, BA
University of California at Irvine
MBA
MBA
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Current Firm
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
Contact Information
Main Address
2121 North California Blvd Suite 290, Walnut Creek, CA 94596Phone Number
(925) 962-5600# of Employees
8SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,000AUM (Assets Under Management)
$670,748,146Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(12/16/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Kenji Kosakura's CRS (Customer Relationship Summary).
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