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Ryan Shoop

23 Years of Experience
Westlake, OH
3 DisclosuresBroker

Ryan Shoop is a registered investment advisor, based in Westlake, OH, with 23 years of industry experience.

Location

1991 Crocker Road Ste 220, Westlake, OH, 44145

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Denied
Customer Dispute
July 2022
Settled
Customer Dispute
October 2008
Denied
Other Business Activities

Ryan is the owner of Ryan Shoop LLC DBA Shoop Wealth Management, a financial advisory business. He dedicates nearly full-time hours to this activity.

Employment History
Current Registrations
Westminster Financial Advisory CORP
January 2024 - Present · 2 yrs 8 mos
Westminster Financial Securities, INC.Broker
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
Stifel Independent Advisors, LLC
July 2022 - January 2024 · 1 yr 6 mos
Stifel Independent Advisors, LLCBroker
October 2021 - January 2024 · 2 yrs 3 mos
Westminster Financial Securities, INC.Broker
May 2012 - October 2021 · 9 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2004 - May 2012 · 7 yrs 5 mos
Edward JonesBroker
June 2002 - January 2005 · 2 yrs 7 mos
State Registrations25 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Shoop - Financial Advisor | TrueAdvisor