Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan David Koopmans

Lifeworks Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan David Koopmans

Ryan Koopmans is an Investment Advisor Representative registered with Lifeworks Advisors, LLC. Ryan holds the Series 65 and Series 66 licenses and is currently registered in California. Ryan has been in the financial industry since 2021 and has experience with various investment strategies. Ryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Ryan is also an Associate Veterinarian at Antioch Veterinary Hospital.

Firm Information

Ryan Koopmans is currently registered with Lifeworks Advisors, LLC. Lifeworks Advisors, LLC is an investment advisory firm based in Grand Rapids, Michigan. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a diverse range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations. They have over $421 million in assets under management and are registered with the SEC.
Lifeworks Advisors, LLC

4095 PARK EAST CT.

GRAND RAPIDS, MI 49546

$421.83M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Koopmans’s Registration & Firm History

CA

05/13/2024 - Present

Lifeworks Advisors, LLC (Brentwood CA)

Not sure if Ryan David Koopmans is right for you?

Licenses & Designations

IA

Issued 03/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/08/2021

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan David Koopmans.
Not sure if Ryan David Koopmans is right for you?