Aidan Ohlsen Shoop
Investment Adviser Representative at Royal OAK Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aidan Ohlsen Shoop is an investment adviser representative with Royal OAK Financial Advisors, LLC in Westlake, OH, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Westminster Financial Securities, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Shoop Wealth ManagementSep 2025 – no end date reportedWestlake, OH
- UnemployedAug 2025 – Sep 2025Avon Lake, OH
- Lake Erie CollegeAug 2024 – Aug 2025Painesville, OH
- UnemployedMay 2024 – Aug 2024Avon Lake, OH
- University of FindlayJun 2020 – May 2024Findlay, OH
- Avon Lake High SchoolJun 2016 – Jun 2020Avon Lake, OH
- Royal OAK Financial Advisors, LLCJul 2026 – no end date reportedRoyal Oak, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Royal OAK Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Royal Oak, MI
- SEC file number:
- 801-114096
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
View full firm profileOther advisors at Royal OAK Financial Advisors, LLC
9 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aidan Ohlsen Shoop has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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