Ryan Elliot Shoop
Investment adviser representative at Royal Oak Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$366.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Royal Oak Financial Advisors, LLCJul 2026 to now
- Ryan Shoop LLC dba Shoop Wealth ManagementJun 2006 to now
- Westminster Financial Securities, Inc.Jan 2024 to Jul 2026
- Stifel Independent Advisors, LLCOct 2021 to Jan 2024
- Westminster Financial SecuritiesMay 2012 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Royal Oak Financial Advisors, LLC
$366.1MAssets managed
765Clients
7Advisers
8 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
- 4522151
- Firm CRD
- 290152