Theodore
Schumann
Dbs Investment Advisers, LLC
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About this Advisor
Theodore Schumann is a certified financial planner operating in Bay City, Michigan with 13 years of industry experience. Schumann is an employee of Dbs Investment Advisers, LLC. During their career, Schumann has held roles at Dbs Investment Advisers, LLC, Dental Business Services, Inc and Act Two Financial Advisors, LLC. Schumann holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Michigan and Texas. Dbs Investment Advisers, LLC is a registered investment business operating out of Bay City, MI. The firm has a total of seven advisors. It has $165 million in assets across its 724 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 724 client accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in investable 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 and pension consulting services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees charged by Dbs Investment Advisers, LLC can include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dbs Investment Advisers, LLC Brokerage Details
$164,969,120
7
724
$227,858
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Theodore Schumann Work History
Theodore has been registered as a financial advisor for 13 years.*
Act Two Financial Advisors, LLC
Dbs Investment Advisers, LLC
Dbs Investment Advisers, LLC
Dental Business Services, Inc
*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 Theodore Schumann 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 Dbs Investment Advisers, LLC
Bay City, MI
Bay City, MI
Bay City, MI
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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.
