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Current Employers
Dbs Investment Advisers, Llc

1484 Straits Drive Suite 6, Bay City, MI 48706 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-08
  • IN RA
    APPROVED
    Since 2025-05-08

Branch Locations

Bloomington, IN • United States

1484 Straits Drive Suite 6, Bay City, MI 48706 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
White Oak Financial Planning, Llc Bloomington IN 12/2021 Present
Fowler Tree Services Bloomington IN 11/2015 12/2017
American United Life Bloomington IN 01/2018 05/2020
Oneamerica Securities Bloomington IN 01/2018 05/2020
Financial Life Advisors San Antonio TX 07/2021 02/2022
Thrivent Advisor Network. Llc Bloomington IN 01/2022 03/2024
Self Employed Bloomington IN 06/2020 06/2021
Dbs Investment Advisers, Llc Bay City MI 05/2025 Present
  • 12/2021 → Present
    White Oak Financial Planning, Llc
    Bloomington, IN
  • 11/2015 → 12/2017
    Fowler Tree Services
    Bloomington, IN
  • 01/2018 → 05/2020
    American United Life
    Bloomington, IN
  • 01/2018 → 05/2020
    Oneamerica Securities
    Bloomington, IN
  • 07/2021 → 02/2022
    Financial Life Advisors
    San Antonio, TX
  • 01/2022 → 03/2024
    Bloomington, IN
  • 06/2020 → 06/2021
    Self Employed
    Bloomington, IN
  • 05/2025 → Present
    Bay City, MI
Previous Registrations
Other Businesses

Doodledog, LLC, non-investment related, Bloomington IN, rental property, managing owner, start date 05/2011, 5 to 7 hours; oversees landscaping and large repairs/maintenance and submits year-end financials for taxes Sycamore Land Trust, non-investment related, 4898 East Heritage Woods Rd, Bloomington IN 47401, nature, advisory board member, start date 2009, no active responsibilities or duties White Oak Financial Planning, LLC, investment-related, Bloomington IN, consulting, sole member, start date 12/2021, 20-30 hours, consulting work for registered investment advisers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-23
  • S66 Uniform Combined State Law Examination
    2010-03-23
Designations
Other Names
  • Mark Adams
  • Mark P Adams

View on SEC IAPD

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