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Jeffrey John Brink

Advisor at DBS Investment Advisers, LLC — Bay City, MI Straits Drive

Updated today

Credentials

Series 65

Experience

11 years

Location

Bay City, MI 48706

DBS Investment Advisers, LLC logo

DBS Investment Advisers, LLC

Team

Total advisors

5

Across 4 offices

Clients per advisor

105 Very High

Avg AUM per client

$299,798 Very Low

HNW client ratio

7% Very Low

About

Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked in dental practice roles alongside his advisory career. Brink continues to practice dentistry, seeing patients four days per week. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting primarily for individuals and retirement plans. The firm uses diversified mutual fund and ETF allocations guided by modern portfolio theory, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Client services

Based on DBS Investment Advisers, LLC

Financial planning Portfolio management Pension consulting

Occupation focus

Based on DBS Investment Advisers, LLC

Dentist

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Fee options

Fixed

Fixed financial planning fees ranging from $395 to $5,000 depending on scope

Percentage

$0 - $999,999: 1.25% annually (.3125% per quarter) $0 - $1,000,000: 1.00% annually (.2500% per quarter) $1,000,001 - $2,500,000: 0.90% annually (.2250% per quarter) $2,500,001 - $5,000,000: 0.80% annually (.2000% per quarter) $5,000,001 - $10,000,000: 0.70% annually (.1750% per quarter) $10,000,001 - $20,000,000: 0.60% annually (.1500% per quarter) $20,000,001+: 0.50% annually (.1250% per quarter)

Project-based

$200 per hour for single subject financial planning/general consulting

Other

Account minimum: $250,000 Minimum fee: $2,500 annually, may be waived at discretion Fee-only: Financial planning fixed fees $395 - $5,000; hourly financial planning/general consulting fee $200/hour

Location

See office

Bay City, MI Straits Drive

1484 Straits Drive, Suite 6

Bay City MI 48706

Advisors at this office

2

Most active in

Michigan

Work history

11 years of industry experience

Limitless Dental

2025 - Present • 1 year

Whitmore Lake, MI

DBS Investment Advisers, LLC

2020 - Present • 6 years

Bay City, MI

Anterior Guidance LLC

2015 - 2020 • 5 years

Whitmore Lake, MI

Crowning Achievements LLC

2014 - 2020 • 6 years

Ann Arbor, MI

Lakeview Dental PC

2007 - 2025 • 18 years

Whitmore Lake, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

General retirement planning Cash flow / budgeting
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Mark R

Series 66

Bay City, MI

Recker Financial LLC

Mark Recker is the principal of Recker Financial LLC and holds a Series 66 designation with 15 years of industry experience. Prior to founding his firm in 2018, he worked at Hantz Financial Services from 2010 to 2018. He is also a minority owner of Maurer Meat Processors in Ubly, Michigan, where he assists with financial management. Recker Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and a range of financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on passive, asset-allocation portfolios using index funds and ETFs, and provides ongoing comprehensive and hourly planning options.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Tyler L

Series 65

Midland, MI

Lyman Financial

Tyler Lyman is a financial advisor at Lyman Financial in Midland, MI, holding a Series 65 designation with three years of industry experience. His work background includes roles at The Dow Chemical Company and Laser Insurance & Elite Financial Group, alongside ongoing involvement with Michigan State University. Lyman Financial provides ongoing financial planning services to individual clients without managing assets or trading accounts. The firm emphasizes a diversified buy-and-hold approach using exchange-traded funds and offers comprehensive planning covering cash flow, debt, insurance, estate, tax, and investment strategies with fixed, non-AUM fees.

Cash flow / budgeting Debt management General estate planning guidance General tax planning Passive / index investing
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Lee F

ChFC®, Series 63

Bay City, MI

Professional Analysts, LLC

Lee Fickes is a financial advisor at Professional Analysts, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he was affiliated with Osaic Wealth, Inc. and Triad Advisors, Inc. In addition to financial advising, he owns and operates a tax preparation service. Professional Analysts, LLC provides fee-based financial planning and discretionary portfolio management primarily for individual clients. The firm’s investment approach is based on Modern Portfolio Theory and deliberate asset allocation, with a mixed business model that includes broker-dealer and insurance affiliations as well as limited tax-return services.

General retirement planning Cash flow / budgeting Life insurance needs analysis
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Christopher K

Series 63, Series 65

Saginaw, MI

Kuli Capital Management

Christopher Kuligowski is the sole advisor at Kuli Capital Management in Saginaw, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Kuli Capital Management since its founding in 2010. Kuli Capital Management provides fee-based investment advisory and financial planning services to individual clients as well as institutional clients such as credit unions and municipalities. The firm utilizes a tactical allocation approach that incorporates both fundamental and technical analysis across a broad range of public securities to manage risk and pursue performance.

Active portfolio management Annuities
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David B

ChFC®, Series 63, Series 65

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.

General retirement planning Income planning
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