Suzanna Koizumi, financial advisor Palm Coast FL

Suzanna Koizumi

CRD Number: 863226
Current Firm: Reap In Wealth Management, LLC

Suzanna Koizumi (CRD# 863226) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Palm Coast, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Reap In Wealth Management. LLC Flagler Beach, FL Nov 2018 - Current 5
Vfa Jacksonville, FL Sep 2002 - Oct 2018 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Suzanna C. Koizumi
Phone Number: 855-904-7327
Registered State(s):
  • FL
Current Firm Details
Reap In Wealth Management, LLC
Firm's CRD Number: 146512
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $117,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL

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