Ann M. Shadle

DAHRING | CUSMANO AND ASSOCIATES

Novi, MI 48375

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CRD#: 4067511

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.

1. INDEPENDENT INSURANCE AGENT, STARTED IN 2025 AT DAHRING CUSMANO (INSURANCE AGENCY) - 6 HOURS A MONTH, INVESTMENT RELATED

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.

CRD#: 46214

NOVI, MI

Past

December 13, 2013 - December 22, 2015

LPL FINANCIAL LLC

CRD#: 6413

BERKLEY, MI

Past

June 20, 2008 - December 13, 2012

LPL FINANCIAL LLC

CRD#: 6413

BINGHAM FARMS, MI

Past

May 27, 2004 - December 5, 2007

CIG SECURITIES

CRD#: 129864

SOUTHFIELD, MI

Past

March 31, 2003 - August 30, 2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CEDAR RAPIDS, IA

Past

February 13, 2000 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

November 18, 1999 - February 15, 2000

SECURITIES AMERICA, INC.

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/5/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/2004

General Securities Principal Examination

Current Firm

DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA

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

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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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAHRING | CUSMANO ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,737
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.

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Advisor Monitoring

Firm Stability Insights

Ann M. Shadle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CIG SECURITIES

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

DAHRING | CUSMANO AND ASSOCIATES

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2014

Series 63

Date: 12/5/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/17/1999

Series 24

Date: 6/1/2004

Current Firm

DAHRING | CUSMANO AND ASSOCIATES

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAHRING | CUSMANO AND ASSOCIATES

TRUST BUT VERIFY

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