Ryan Koopmans (CRD# 7461394) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Brentwood, CA and has over 2 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vincere Wealth Management, LLC | Brentwood, CA | Nov 2021 - Current | 2 |
| Antioch Veterinary Hospital | Antioch, CA | Apr 2016 - Current | 8 |
| Us Army Reserve | Sacramento, CA | May 2001 - Current | 22 |
| Vca Old Canal | Plainville, CT | Aug 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts731ACCOUNTS
-
Average Account Value$84,832
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, IN, LA, MA, MN, MO, MT, NE, NH, NY, OH, OR, PA, TX, UT, WA
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