Ryan
Shoop

Stifel Independent Advisors, LLC

CRD#4522151
Investment Advisor
in Westlake, OH

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About this Advisor

Ryan Shoop is a financial advisor who works out of Westlake, Ohio with a total of 1 year of industry experience. Shoop is currently employed by Stifel Independent Advisors, LLC. During their career, Shoop has held roles at Westminster Financial Securities and Stifel Independent Advisors, LLC. Shoop maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio and Texas. Stifel Independent Advisors, LLC is an advisory company operating out of Saint Louis, MO. The company has offices in 76 locations and a total of 166 financial advisors. It handles $3 billion in assets under management between its 8,262 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 8,262 client accounts, 21% are associated with high-net-worth investors who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually are based on which services are provided. Fee types charged by Stifel Independent Advisors, LLC most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1991 Crocker Road Suite 220
Westlake, OH 44145

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$2,515,042,848

OH Average: $11,469,110,461
Total Number of Employees

166

OH Average: 458
Total Number of Accounts

8,262

OH Average: 33,415
Average Account Size

$304,411

OH Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Shoop Work History

Ryan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Stifel Independent Advisors, LLC

2012 - 2021 (9 years)

Westminster Financial Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Shoop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel Independent Advisors, LLC

John Boyle
Landrum, SC
Cynthia Boyle
Landrum, SC
Karl Walz
Saint Louis, MO
Matthew Schroeder
Saint Louis, MO
Meredith Graeber
Spring, TX
Brian Long
Edinboro, PA
Joseph Oliver
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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