Inactive

Aidan Ohlsen Shoop

Royal Oak Financial Advisors, LLC

CRD 8099470

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Employer firm

Royal Oak Financial Advisors, LLC CRD 290152

$366M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Royal Oak Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-07-13

OH RA
APPROVED

Since 2026-07-13

Branch Locations

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

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

Organization	City	State	From	To
Shoop Wealth Management	Westlake	OH	09/2025	Present
Unemployed	Avon Lake	OH	08/2025	09/2025
Lake Erie College	Painesville	OH	08/2024	08/2025
Unemployed	Avon Lake	OH	05/2024	08/2024
University Of Findlay	Findlay	OH	06/2020	05/2024
Avon Lake High School	Avon Lake	OH	06/2016	06/2020
Royal Oak Financial Advisors, Llc	Royal Oak	MI	07/2026	Present

09/2025 → Present

Shoop Wealth Management

Westlake, OH
08/2025 → 09/2025

Unemployed

Avon Lake, OH
08/2024 → 08/2025

Lake Erie College

Painesville, OH
05/2024 → 08/2024

Unemployed

Avon Lake, OH
06/2020 → 05/2024

University Of Findlay

Findlay, OH
06/2016 → 06/2020

Avon Lake High School

Avon Lake, OH
07/2026 → Present

Royal Oak Financial Advisors, Llc

Royal Oak, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-05

S66 Uniform Combined State Law Examination

2026-06-05

View on SEC IAPD

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