AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AS

Aidan O. Shoop

WESTMINSTER FINANCIAL SECURITIES
WESTLAKE, OH 44145
CRD#: 8099470
Some features on this profile are disabled
AS
Aidan Ohlsen ShoopWESTMINSTER FINANCIAL SECURITIES

Professional summary


Aidan Ohlsen Shoop is a registered financial professional currently at WESTMINSTER FINANCIAL SECURITIES, INC. located in Westlake, Ohio.

Aidan is registered as a RR (Registered Representative) and started their career in finance in 2026. Aidan has worked at 1 firm 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) - BD


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

March 30, 2026 - Present

WESTMINSTER FINANCIAL SECURITIES, INC.

Office #1: 1991 Crocker Road, Ste 220, Westlake, OH 44145
BD
CRD#: 20677
WESTLAKE, OH

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2026
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WF
WESTMINSTER FINANCIAL SECURITIES, INC.
BRAZIE & COMPANY, INC. | WESTMINSTER FINANCIAL SECURITIES, INC. | BRAZIE FINANCIAL SERVICES, INC. | BRAZIE FINANCIAL SECURITIES, INC.

CRD#: 20677 / SEC#: , 8-38426

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Loading...

Contact information


Main Address
50 Chestnut Street Suite A-200, Beavercreek, OH 45440
Mailing Address
50 Chestnut Street Suite A-200, Beavercreek, OH 45440
Phone number
(937) 898-5010
Established
Ohio since 07/23/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WESTMINSTER FINANCIAL COMPANIES, INC.HOLDING COMPANY
STAGER, KIRK WILSONCEO2785614
STAGER, KIRK WILSONPRESIDENT2785614
SWEENEY, ANGELA C.FINOP,CFO4036900
TRUNCK, JESSICA MARIECHIEF COMPLIANCE OFFICER4561886

Disclosures


Regulatory Event3
Arbitration1

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


WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677Westlake, OH 44145

TRUST BUT VERIFY

Monitor Aidan Shoop

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


BK
Boris KagarlitskiyAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
UNIVERSITY HEIGHTS, OH
AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
AA
Ashley ArsenaAdvisorCheck Check Mark
CLEVELAND WEALTH, LLC
IAR
CLEVELAND, OH
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.