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Douglas Mathew Shoopman

Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 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

11 years in the industry.

  1. Equitable Advisors, LLCAug 2022 to now
  2. MenardsMay 2021 to Sep 2021
  3. Wichita Property Management PartnersMay 2020 to Aug 2020
  4. Gateway WirelessMay 2019 to Dec 2019
  5. Benedictine CollegeAug 2018 to May 2022
  6. Academy SportsDec 2017 to Aug 2018
  7. Bishop CarrollAug 2016 to Jun 2018
  8. Derby Rec Commission, Rock River RapidsMay 2015 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (KS).

Equitable Advisors, LLC

$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
7610478
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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