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Theodore Christopher Schumann

DBS INVESTMENT ADVISERS, LLC·BAY CITY, Michigan
Series 7, Series 66Clean record16 years registeredDBS INVESTMENT ADVISERS, LLC
6006 WESTSIDE SAGINAW ROAD, BAY CITY, MI 48706CRD# 4192711Firm CRD# 123283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Christopher Schumann · BAY CITY, MI
Registration
CRD #4192711 · DBS INVESTMENT ADVISERS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DBS INVESTMENT ADVISERS, LLC
DBS INVESTMENT ADVISERS, LLC
Jul 2010 – Feb 2020
BAY CITY, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 23, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DBS INVESTMENT ADVISERS, LLC
CRD 123283 · SEC 801-116815
AUM
$229M
Regulatory assets under management
Employees
6
939 client accounts
Services offered by DBS INVESTMENT ADVISERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DBS INVESTMENT ADVISERS, LLC →
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05

Frequently Asked Questions

What services does Theodore Christopher Schumann offer?
Theodore Christopher Schumann specializes in Financial Planning, Investment Management, Wealth Management.
What are Theodore Christopher Schumann's credentials?
Theodore Christopher Schumann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Christopher Schumann located?
Theodore Christopher Schumann is based in BAY CITY, Michigan, last registered with DBS INVESTMENT ADVISERS, LLC.
How does Theodore Christopher Schumann charge for services?
Theodore Christopher Schumann's firm is compensated through percentage of aum, hourly charges, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DBS INVESTMENT ADVISERS, LLC?
DBS INVESTMENT ADVISERS, LLC has approximately 6 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Theodore Christopher Schumann
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