Ryan
Koopmans

Vincere Wealth Management, LLC

CRD#7461394
Investment Advisor
in Brentwood, CA

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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

Series 66, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1103 Windhaven Ct
Brentwood, CA 94513

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Vincere Wealth Management, LLC Brokerage Details

Total Assets Under Management

$43,772,976

CA Average: $1,347,246,178
Total Number of Employees

10

CA Average: 46
Total Number of Accounts

555

CA Average: 1,775
Average Account Size

$78,870

CA Average: $759,012

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.*

2021 - Present (3 years)

Vincere Wealth Management, LLC

2016 - Present (8 years)

Antioch Veterinary Hospital

2001 - Present (23 years)

Us Army Reserve

2013 - 2016 (3 years)

Vca Old Canal

2012 - 2013 (1 year)

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.

Financial Advisors at Vincere Wealth Management, LLC

Joshua Bennett
Indianapolis, IN
Jennifer Swindler
Bluffdale, UT
Peter Uihlein
Indianapolis, IN
Travis Buck
Bozeman, MT
Steinar Jewett
Indianapolis, IN
Isaiah Douglass
Indianapolis, IN
Renee Marinez
Denver, CO
Meredith Jones
Indianapolis, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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