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AS

Ann M. Shadle

DAHRING | CUSMANO AND ASSOCIATES
Novi, MI 48375
Some features on this profile are disabled
CRD#: 4067511
AS

Professional summary

Ann Marie Shadle, CFP® is a registered financial advisor currently at DAHRING | CUSMANO AND ASSOCIATES located in Novi, Michigan.

Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ann has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Marie Shadle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

November 19, 2025 - Present

DAHRING | CUSMANO AND ASSOCIATES

Office #1: 26200 Town Center Dr. Suite 100, Novi, MI 48375
RIA
CRD#: 301236
Novi, MI
Past

May 30, 2019 - March 31, 2025

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
NOVI, MI
Past

January 19, 2016 - March 31, 2025

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
NOVI, MI
Past

December 13, 2013 - December 22, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
BERKLEY, MI
Past

June 20, 2008 - December 13, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
BINGHAM FARMS, MI
Past

May 27, 2004 - December 5, 2007

CIG SECURITIES

BD
CRD#: 129864
SOUTHFIELD, MI
Past

March 31, 2003 - August 30, 2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

February 13, 2000 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

November 18, 1999 - February 15, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
D|
DAHRING | CUSMANO AND ASSOCIATES
DAHRING | CUSMANO | DCA401(K) | DAHRING | CUSMANO LLC | DAHRING | CUSMANO INVESTMENT PROFESSIONALS | DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA
Registered Investment Advisory firm - (8/26/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(11/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/19/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/5/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/1/2004
General Securities Principal Examination

Current Firm

D|
DAHRING | CUSMANO AND ASSOCIATES
DAHRING | CUSMANO | DCA401(K) | DAHRING | CUSMANO LLC | DAHRING | CUSMANO INVESTMENT PROFESSIONALS | DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA
Registered Investment Advisory firm - (8/26/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
26200 Town Center Dr. Suite 100, Novi, MI 48375
Mailing Address
Phone number
(248) 348-0100
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAHRING L CUSMANO BROCHURE 11-2025 (11/18/2025)

Regulatory assets under management

Total Number of Accounts1,737
AUM (Assets Under Management)$ 707,083,065

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236Novi, MI 48375

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