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Beth Alexandra Schubert

Investment Adviser Representative at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Dayton, OHCRD #5665456Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Beth Alexandra Schubert has worked in the securities industry since 2022. They have passed the Series 66 and 7 examinations.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/17/2009
Series 7
General Securities Representative Examination
Passed 5/21/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Retirement Plan Assets - up to $1,000,0001.00%
Retirement Plan Assets - $1,000,000 to $3,000,0000.75%
Retirement Plan Assets - above $3,000,0000.50%
Wealth Management - up to $1,000,0001.25%
Wealth Management - $1,000,000 to $3,000,0001.00%
Wealth Management - above $3,000,0000.75%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Blake Schutter Theil Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCCurrent
10/28/2025Dayton, OH
SECURITIES AMERICA ADVISORS, INC.
9/16/200911/29/2012San Deigo, CA
PACIFIC WEST FINANCIAL CONSULTANT INC
6/18/20097/29/2009Renton, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

2 other advisors in the directory

View BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beth Alexandra Schubert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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