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Jeffrey Brink

Advisor at DBS Investment Advisers, LLC

Updated today

Location

Bay City, MI 48706

Credentials

Series 65

Industry experience

11 years

About

Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 10 years of industry experience. He holds a Series 65 credential and maintains an active career as a practicing dentist, seeing patients four days per week. Brink has been affiliated with DBS Investment Advisers since 2020 and has additional business interests in dental-related ventures. DBS Investment Advisers serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing mutual funds and ETFs, with portfolios monitored and rebalanced regularly.

Client services

Based on DBS Investment Advisers, LLC

Financial planning Portfolio management Pension consulting

Occupation focus

Based on DBS Investment Advisers, LLC

Dentist

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

1484 Straits Drive, Suite 6

Bay City, MI 48706

Most active in

Michigan

Work history

Lakeview Dental PC

2025 - Present (1 year)

DBS Investment Advisers, LLC

2020 - Present (6 years)

Anterior Guidance LLC

2015 - Present (11 years)

Crowning Achievements LLC

2014 - Present (12 years)

Lakeview Dental PC

2007 - 2025 (18 years)

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 with a Series 65 designation and two years of industry experience. Prior to founding Lyman Financial, he worked at Laser Insurance & Elite Financial Group and currently holds a position at The Dow Chemical Company. He has also been involved in education roles at Michigan State University, Dow High School, and Jefferson Middle School. Lyman Financial provides ongoing financial planning services to individual clients without managing client assets. The firm emphasizes a diversified buy-and-hold investment approach using exchange-traded funds and offers comprehensive planning in cash flow, debt, insurance, estate, tax, and investment areas, operating with fixed planning fees and no account minimums.

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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Paul W

Series 65

Midland, MI

Wittfit Financial LLC

Paul Witt is the sole advisor at WittFit Financial LLC in Midland, MI, holding a Series 65 designation with three years of industry experience. He has worked at Dow Chemical since 2001, where he serves as a technical leader focused on chemical reactors, optimization, and process modeling. WittFit Financial provides financial planning and investment advisory services primarily to individuals, including young professionals, families in transition, and ALICE households. The firm employs a coach–athlete client relationship model and emphasizes diversified, low-cost mutual funds and ETFs, offering tailored recommendations based on risk tolerance, tax considerations, and personal goals.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Young Professionals Parents
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