Aidan O. Shoop

ROYAL OAK FINANCIAL ADVISORS

WESTLAKE, OH 44145

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CRD#: 8099470

Professional summary

Aidan Ohlsen Shoop is a registered financial advisor currently at ROYAL OAK FINANCIAL ADVISORS, LLC located in Westlake, Ohio and WESTMINSTER FINANCIAL SECURITIES, INC. located in Westlake, Ohio.

Aidan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Aidan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Aidan Ohlsen 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

Current

March 30, 2026 - Present

WESTMINSTER FINANCIAL SECURITIES, INC.

Office #1: 1991 Crocker Road, Ste 220, Westlake, OH 44145

CRD#: 20677

WESTLAKE, OH

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 66

Date: 6/5/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/30/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/3/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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Aidan O. Shoop

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aidan Ohlsen Shoop's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROYAL OAK FINANCIAL ADVISORS, LLC

WESTMINSTER FINANCIAL SECURITIES, INC.

Primary Firm SEC Registration

ROYAL OAK FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2026

Series 7TO

Date: 3/30/2026

SIE

Date: 11/3/2025

FINRA

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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