Suzanna C. Koizumi

REAP IN WEALTH MANAGEMENT

Palm Coast, FL

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CRD#: 863226

Professional summary

Suzanna Camile Koizumi, who also goes by Suzanna Camile Burns, Suzanna Koizumi, Suzanna Urquhart, is a registered financial advisor currently at REAP IN WEALTH MANAGEMENT, LLC located in Palm Coast, Florida.

Suzanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Suzanna has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 1 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Suzanna Camile Burns | Suzanna Koizumi | Suzanna Urquhart

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. Condo Rental in NC. Under a rental agency. I do practically nothing. Less than 1% of my work time. 2. PYur Life, Not investment related, 8101 Vanguard Dr., Suite 100, Mechanicsville VA 23211, Nutritional products, Affiliate, 05/2019, 2 hours per month. 3. Cam-Cam, LLC, Not investment related; 3834 Cedar Bluff Ln, Jacksonville, FL 32226; Real Estate; Partner; 05/2023; Less than 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suzanna Camile Koizumi'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®

None

Experience

Current

November 16, 2018 - Present

REAP IN WEALTH MANAGEMENT, LLC

RIA

CRD#: 146512

Palm Coast, FL

Past

January 5, 2004 - August 3, 2018

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

JACKSONVILLE, FL

Past

October 28, 2002 - August 3, 2018

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

JACKSONVILLE, FL

Past

August 6, 1984 - December 16, 1989

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

Past

March 5, 1979 - March 31, 1984

CITISTREET EQUITIES LLC

CRD#: 7447

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

Florida
(11/16/2018)

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

State Security Law Exam

Series 63

Date: 12/30/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/12/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/25/2002

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 1

Date: 2/26/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 40

Date: 4/23/1979

Registered Principal Examination

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

REAP IN WEALTH MANAGEMENT, LLC | THE REAP COMPANIES

CRD#: 146512 / SEC#:

California

Registered Investment Advisory firm - (11/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (8/15/2011 Approved)

Georgia

Registered Investment Advisory firm - (10/27/2011 Approved)

Illinois

Registered Investment Advisory firm - (9/25/2020 Approved)

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).

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Contact information

Main Address

Palm Coast, FL

Mailing Address

Phone number

(855) 904-7327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 33,328,721

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Suzanna C. Koizumi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suzanna Camile Koizumi's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

CITISTREET EQUITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/30/2004

Series 65

Date: 11/12/2003

SIE

Date: 8/3/2018

Series 6

Date: 10/25/2002

Series 1

Date: 2/26/1979

Series 40

Date: 4/23/1979

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAP IN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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