Mark Peter Adams
Investment adviser representative at Dbs Investment Advisers, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Dbs Investment Advisers, LLCMay 2025 to now
- White Oak Financial Planning, LLCDec 2021 to now
- Thrivent Advisor Network. LLCJan 2022 to Mar 2024
- Financial Life AdvisorsJul 2021 to Feb 2022
- Self EmployedJun 2020 to Jun 2021
- American United LifeJan 2018 to May 2020
- Oneamerica SecuritiesJan 2018 to May 2020
- Fowler Tree ServicesNov 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5706583
- Firm CRD
- 123283