RK
Ryan D. Koopmans
LIFEWORKS ADVISORS
Brentwood, CA
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CRD#: 7461394
RK
Professional summary
Ryan David Koopmans, who also goes by Ryan Koopmans, is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Brentwood, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 2 firms and has passed the Series 65 and Series 66 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) 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 ASSOCIATE 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 (SURGERY, APPTS, ETC)
CRS (Client Relationship Summary) - RIA
Click below to view Ryan David Koopmans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 13, 2024 - Present
LIFEWORKS ADVISORS, LLC
RIA
CRD#: 288255
Brentwood, CA
Past
March 18, 2022 - December 31, 2024
VINCERE WEALTH MANAGEMENT, LLC
RIA
CRD#: 293852
Brentwood, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)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(5/13/2024)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 200-6512
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 742,298,024 |
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.
