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BS

Beth A. Schubert

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CRD#: 5665456
BS
Beth Alexandra Schubert

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Beth Alexandra Schubert, who also goes by Beth Alexandra Knowlton, was a registered financial professional .

Beth is a previously registered financial professional and started their career in finance in 2009. Beth had worked at 5 firms and has passed the Series 66 and Series 7 exams.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 28, 2025 - May 29, 2026

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

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.

BD
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.

BD
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".
BS
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)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/2009
General Securities Representative Examination

Current Firm

BS
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
6

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 Accounts406
AUM (Assets Under Management)$ 463,314,011

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/25/2025
Cover Page
Report
10/22/2024
Cover Page
Report
01/22/2024
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.

Company Information

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

CRD#: 292661

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