Ann Marie Shadle
Investment adviser representative at Dahring | Cusmano and Associates
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$781.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Dahring | Cusmano and AssociatesNov 2025 to now
- Dahring I Cusmano & Assoc.Jan 2016 to now
- Next Financial Group, Inc.Jan 2016 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Dahring | Cusmano and Associates
Legal name: Dahring | Cusmano LLC
$781.4MAssets managed
884Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4067511
- Firm CRD
- 301236