Theodore Christopher Schumann

Employer firm

Dbs Investment Advisers, LLC CRD 123283

$280M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Dbs Investment Advisers, Llc
  Bay City , MI
• 07/2010 → Present
  Dbs Investment Advisers, Llc
  Bay City, MI
• 06/2021 → 01/2024
  Act Two Financial Advisors, Llc
  Bay City, MI

Previous Registrations

• 2021-06-30 → 2024-01-02
  Act Two Financial Advisors, Llc
  Bay City, MI

Other Businesses

Great Lakes Events and Marketing, LLC, non-investment related, 1484 Straits Dr, Suite 6, Bay City, MI 48706 - 98% Owner since 2020 - Event Planning and marketing -1-5 hours per month DBS Professional Practice Brokers,LLC, non-investment related, 1484 Straits Dr, Suite 6, Bay City, MI 48706 -95% Owner- since 2019 - Business Broker- 10-15 hours per month DBS IP, LLC, non-investment related, 1484 Straits Dr, Suite 6, Bay City, MI 48706 - 50% Owner since 2022 - Owns intellectual property, including DBS logos & URL - 0-1 hour per month RS Franchise Holdings, LLC, non-investment related, 1484 Straits Dr, Suite 6, Bay City, MI 48706 - 45% Owner since 2022 - Owner of three Little Caesars franchises 5-10 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-18

Designations

• Certified Financial Planner

Other Names

• Ted Schumann