Advisor at Westminster Financial Advisory Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westminster Financial Advisory Corp
Location
Westlake, OH 44145
Credentials
Series 63, Series 65
Industry experience
23 years
Ryan Shoop is a financial advisor with Westminster Financial Advisory Corp in Westlake, OH, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Westminster Financial Securities, Inc., and Stifel Independent Advisors, LLC prior to his current role. Shoop also owns Ryan Shoop LLC, operating as Shoop Wealth Management. Westminster Financial Advisory Corporation provides investment supervisory services and financial advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Negotiable up to 2.5% annually
Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.
1991 Crocker Road Ste 220
Westlake, OH 44145
Alabama · Arizona · California · Connecticut · Florida · Georgia · Illinois · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia
Westminster Financial Securities, Inc.
2024 - Present (2 years)
Stifel Independent Advisors, LLC
2021 - 2024 (3 years)
Westminster Financial Securities
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Westlake, OH
Argo Wealth Management
Series 63
Parma, OH
Intelligent Capital Management LLC
CFP®, CPA
Berea, OH
Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
Series 65
Lakewood, OH
Ronald J. Rich Financial Advising
Series 63, Series 65
Olmsted Falls, OH
Budak Financial Group, LLC
Series 66
Amherst, OH
Washburn Asset Management LLC
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