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Theodore Christopher Schumann

Investment adviser representative at Dbs Investment Advisers, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$280.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Dbs Investment Advisers, LLCJul 2010 to now
  2. Act Two Financial Advisors, LLCJun 2021 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Dbs Investment Advisers, LLC

$280.2MAssets managed
591Clients
4Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5103648
Firm CRD
123283
Advisor's SEC record (opens in a new tab)
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