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Ann Marie Shadle

Dahring | Cusmano And Associates

Novi, MI

CRD 4067511

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Employer firm

Dahring | Cusmano And Associates CRD 301236

$781M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Dahring | Cusmano And Associates

26200 Town Center Dr. Suite 100, Novi, MI 48375 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-19
  • MI RA
    APPROVED
    Since 2025-11-19

Branch Locations

26200 Town Center Dr. Suite 100, Novi, MI 48375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group, Inc. Houston TX 01/2016 03/2025
Dahring I Cusmano & Assoc. Novi MI 01/2016 Present
  • 01/2016 → 03/2025
    Next Financial Group, Inc.
    Houston, TX
  • 01/2016 → Present
    Dahring I Cusmano & Assoc.
    Novi, MI
Previous Registrations
  • 2019-05-30 → 2025-03-31
    Next Financial Group, Inc.
    Novi, MI
Other Businesses

1. INDEPENDENT INSURANCE AGENT, STARTED IN 2025, 6 HOURS A MONTH, INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-19
S63 Uniform Securities Agent State Law Examination 1999-12-05
  • S65 Uniform Investment Adviser Law Examination
    2014-02-19
  • S63 Uniform Securities Agent State Law Examination
    1999-12-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC

Nearby Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY

Nearby Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI

More in Novi, MI

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