Beth A. Schubert

BLAKE SCHUTTER THEIL WEALTH ADVISORS

Dayton, OH 45459

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CRD#: 5665456

Professional summary

Beth Alexandra Schubert, who also goes by Beth Alexandra Knowlton, is a registered financial advisor currently at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC located in Dayton, Ohio.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Beth has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Alexandra Knowlton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Alexandra Schubert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 28, 2025 - Present

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Office #1: 7777 Washington Village Dr. Suite 120, Dayton, OH 45459

RIA

CRD#: 292661

Dayton, OH

Past

September 16, 2009 - November 29, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SAN DEIGO, CA

Past

September 16, 2009 - November 29, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

SAN DIEGO, CA

Past

June 18, 2009 - July 29, 2009

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

May 22, 2009 - July 29, 2009

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

LA MESA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH

CRD#: 292661 / SEC#: 801-117244

RIA

Registered Investment Advisory firm - (8/23/2019 Approved)

Ohio

Registered Investment Advisory firm - (5/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/17/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/2009

General Securities Representative Examination

Current Firm

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH

CRD#: 292661 / SEC#: 801-117244

RIA

Registered Investment Advisory firm - (8/23/2019 Approved)

Ohio

Registered Investment Advisory firm - (5/7/2019 Terminated)

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Contact information

Main Address

7777 Washington Village Dr. Suite 120, Dayton, OH 45459

Mailing Address

P.o. Box 744, Dayton, OH 45401-0744

Phone number

(937) 956-7875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAKE SCHUTTER THEIL ADV2A (3/26/2025)

BLAKE SCHUTTER THEIL WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 463,314,011

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/25/2025	Cover Page	Report
10/22/2024	Cover Page	Report
01/22/2024	Cover Page	Report
07/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Beth A. Schubert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Alexandra Schubert's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

Primary Firm SEC Registration

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2009

Series 7

Date: 5/21/2009

Current Firm

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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