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Theodore S
CFP®, Series 65
Bay City, MI
DBS Investment Advisers, LLC
Theodore Schumann II is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with DBS Investment Advisers, LLC since 2010 and previously worked at Act Two Financial Advisors, LLC from 2021 to 2024. Outside of financial advising, he is involved in event planning and marketing through Great Lakes Events and Marketing, LLC, and has ownership interests in a real estate brokerage, intellectual property entity, and multiple Little Caesars franchise locations. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm employs diversified allocations mainly using mutual funds and ETFs, guided by modern portfolio theory and longer-term strategies, with portfolios tailored to client objectives, risk tolerance, and liquidity needs.
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