AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RK

Ryan D. Koopmans

BRENTWOOD, CA
Some features on this profile are disabled
CRD#: 7461394
RK
Ryan David Koopmans

Professional summary

Ryan David Koopmans, who also goes by Ryan Koopmans, was a registered financial advisor .

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan had worked at 3 firms and has passed the Series 65 and Series 66 exams.

At a Glance

Always Fiduciary

Aliases

Ryan Koopmans

Other business activities

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 name of the other business ANTIOCH VETERINARY HOSPITAL; Whether the business is investment-related NO; The address of the other business 5151 DEER VALLEY RD ANTIOCH, CA 94531; The nature of the other business VETERINARY HOSPITAL; Your position/title VETERINARIAN; The start date of your relationship APRIL 25, 2016; The approximate number of hours/month you devote to the other business 7 HOURS PER WEEK; The number of hours you devote to the other business during securities trading hours 4 HOURS PER WEEK; Briefly describe your duties relating to the other business. PRIMARY CARE VETERINARY ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 24, 2026 - Present

BRENTWOOD, CA
Past

May 13, 2024 - September 14, 2026

LIFEWORKS ADVISORS, LLC

RIA
CRD#: 288255
Brentwood, CA
Past

March 18, 2022 - December 31, 2024

VINCERE WEALTH MANAGEMENT, LLC

RIA
CRD#: 293852
Brentwood, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/24/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 3/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
IAR
Series 66
Status Unavailable
Passed: 10/8/2021
Uniform Combined State Law Examination

Current firm

No current employment

Red Flags

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.

Company Information

No current employment

TRUST BUT VERIFY

Monitor Ryan Koopmans

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.