Ryan
Koopmans
Vincere Wealth Management, LLC
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About this Advisor
Ryan Koopmans is a financial advisor working in Brentwood, California with 1 year of relevant experience. Koopmans is currently employed by Vincere Wealth Management, LLC. Their career trajectory has included roles at Banfield Pet Hospital, Vca Old Canal, Antioch Veterinary Hospital, Us Army Reserve and Vincere Wealth Management, LLC. Koopmans maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Vincere Wealth Management, LLC is a financial advisory business based in Indianapolis, IN. The company has offices in five locations and a total of 10 employees. It oversees $44 million in total assets between its 555 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 555 customer accounts, 29% are held by high-net-worth investors who have more than $1 million in assets available to invest. Vincere Wealth Management, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by Vincere Wealth Management, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vincere Wealth Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$43,772,976
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
10
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555
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$78,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ryan Koopmans Work History
Ryan has been registered as a financial advisor for 1 years.*
Vincere Wealth Management, LLC
Antioch Veterinary Hospital
Us Army Reserve
Vca Old Canal
Banfield Pet Hospital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Koopmans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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