Ryan D. Koopmans

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CRD#: 7461394

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

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

Ryan is a previously registered financial professional and started their career in finance in 2022. Ryan had worked at 2 firms and has passed the Series 65 and Series 66 exams.

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

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

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".

LIFEWORKS ADVISORS, LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

What does exam status mean?

State Security Law Exam

Series 65

Status Unavailable

Passed: 3/18/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 66

Status Unavailable

Passed: 10/8/2021

Uniform Combined State Law Examination

Current Firm

LIFEWORKS ADVISORS, LLC

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)

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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

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIFEWORKS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (6/17/2026)

Regulatory assets under management

Total Number of Accounts	4,836
AUM (Assets Under Management)	$ 966,701,542

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.

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Ryan D. Koopmans

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIFEWORKS ADVISORS, LLC

VINCERE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

LIFEWORKS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/18/2022

Series 66

Passed: 10/8/2021

Current Firm

LIFEWORKS ADVISORS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFEWORKS ADVISORS, LLC

TRUST BUT VERIFY

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