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Regan Lyn Duperon

Dbs Investment Advisers, LLC

Bay City, MI

CRD 6272840

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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:

Current Employers
Dbs Investment Advisers, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-27
  • MI RA
    APPROVED
    Since 2025-03-27

Branch Locations

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
Dbs Investment Advisers, Llc Bay City MI 03/2025 Present
Dbs Investment Advisers, Llc Bay City MI 07/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25

View on SEC IAPD

Nearby Firms

RECKER FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARK RAYMOND RECKER
LEE WALTER MILLER
BRIAN THOMAS ABRAHAM

Nearby Offices

RECKER FINANCIAL LLC · BAY CITY, MI
RAYMOND JAMES & ASSOCIATES, INC. · Bay City, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Bay City, MI

More in Bay City, MI

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