Ryan E. Shoop

ROYAL OAK FINANCIAL ADVISORS

WESTLAKE, OH 44145

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CRD#: 4522151

Professional summary

Ryan Elliot Shoop is a registered financial advisor currently at ROYAL OAK FINANCIAL ADVISORS, LLC located in Westlake, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.) 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Elliot Shoop'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®

None

Experience

Current

July 13, 2026 - Present

ROYAL OAK FINANCIAL ADVISORS, LLC

Office #1: 1991 Crocker Rd. Ste 200, Westlake, OH 44145

RIA

CRD#: 290152

WESTLAKE, OH

Past

January 10, 2024 - July 20, 2026

WESTMINSTER FINANCIAL ADVISORY CORP

RIA

CRD#: 110283

Westlake, OH

Past

January 10, 2024 - July 20, 2026

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

WESTLAKE, OH

Past

July 6, 2022 - January 17, 2024

STIFEL INDEPENDENT ADVISORS, LLC

RIA

CRD#: 28218

WESTLAKE, OH

Past

October 15, 2021 - January 17, 2024

STIFEL INDEPENDENT ADVISORS, LLC

CRD#: 28218

WESTLAKE, OH

Past

May 16, 2012 - October 22, 2021

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

WESTLAKE, OH

Past

December 16, 2004 - May 16, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

HUDSON, OH

Past

June 4, 2002 - January 3, 2005

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

ROYAL OAK FINANCIAL ADVISORS, LLC

CRD#: 290152 / SEC#: 801-114096

RIA

Registered Investment Advisory firm - (10/5/2018 Approved)

Michigan

Registered Investment Advisory firm - (10/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(7/13/2026)

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: 7/5/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/2002

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: 6/3/2002

General Securities Representative Examination

Current Firm

ROYAL OAK FINANCIAL ADVISORS, LLC

CRD#: 290152 / SEC#: 801-114096

RIA

Registered Investment Advisory firm - (10/5/2018 Approved)

Michigan

Registered Investment Advisory firm - (10/11/2018 Terminated)

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Contact information

Main Address

1709 Crooks Road, Royal Oak, MI 48067

Mailing Address

Phone number

(248) 709-6134

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (5/9/2025)

Regulatory assets under management

Total Number of Accounts	1,426
AUM (Assets Under Management)	$ 309,238,870

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

Ryan E. Shoop

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Elliot Shoop's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTMINSTER FINANCIAL ADVISORY CORP

WESTMINSTER FINANCIAL SECURITIES, INC.

STIFEL INDEPENDENT ADVISORS, LLC

STIFEL INDEPENDENT ADVISORS, LLC

WESTMINSTER FINANCIAL SECURITIES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

EDWARD JONES

Primary Firm SEC Registration

ROYAL OAK FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2022

Series 63

Date: 6/6/2002

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2002

Current Firm

ROYAL OAK FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROYAL OAK FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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