Best Investors Account Sign in
Current Employers
Royal Oak Financial Advisors, Llc

512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-13
  • OH RA
    APPROVED
    Since 2026-07-13

Branch Locations

1991 Crocker Rd. Suite 220, Westlake, OH 44145 • United States

512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Westminster Financial Securities Vandalia OH 05/2012 10/2021
Stifel Independent Advisors, Llc Westlake OH 10/2021 01/2024
Westminster Financial Securities, Inc. Beavercreek OH 01/2024 07/2026
Royal Oak Financial Advisors, Llc Royal Oak MI 07/2026 Present
Ryan Shoop Llc Dba Shoop Wealth Management Westlake OH 06/2006 Present
  • 05/2012 → 10/2021
    Westminster Financial Securities
    Vandalia, OH
  • 10/2021 → 01/2024
    Westlake, OH
  • 01/2024 → 07/2026
    Westminster Financial Securities, Inc.
    Beavercreek, OH
  • 07/2026 → Present
    Royal Oak, MI
  • 06/2006 → Present
    Ryan Shoop Llc Dba Shoop Wealth Management
    Westlake, OH
Previous Registrations
Other Businesses

1.) Ryan Shoop LLC DBA Shoop Wealth Management; 1991 Crocker Rd Ste 220 Westlake OH 44145; Owner; Financial Adv Business; 12/4/21; 60 hours per week; during sec trading hours; Inv Related 2.) INSURANCE LICENSED; INVESTMENT RELATED; WESTLAKE, OH; INSURANCE SALES, LIFE, HEALTH & ANNUITIES; 2001; 5 HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-05
S63 Uniform Securities Agent State Law Examination 2002-06-06
  • S65 Uniform Investment Adviser Law Examination
    2022-07-05
  • S63 Uniform Securities Agent State Law Examination
    2002-06-06

View on SEC IAPD

More in Westlake, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor