Dbs Investment Advisers, LLC

Dbs Investment Advisers, LLC (CRD# 123283) is a financial advisory firm headquartered in Bay City, MI. They manage $83,482,586 in 378 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $220,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, OH

Financial Advisors at Dbs Investment Advisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore C. Schumann
CRD#: 4192711
6006 West Side Saginaw Road, Bay City, MI 48706
96
Wealthminder
score

Theodore Schumann (CRD# 4192711) is an Investment Advisor Representative working at Dbs Investment Advisers, LLC in Bay City, MI and has over 17 years of experience in the finance industry. Theodore Schumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Theodore C. Schumann
CRD#: 5103648
6006 Westside Saginaw Road, Bay City, MI 48706
96
Wealthminder
score

Theodore Schumann (CRD# 5103648) is an Investment Advisor Representative working at Dbs Investment Advisers, LLC in Bay City, MI and has over 7 years of experience in the finance industry. Theodore Schumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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