Devin
Rohner

Bankers Life Advisory Services, Inc

CRD#6042964
Investment Advisor
in Brentwood, TN

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About this Advisor

Devin Rohner is a financial advisor based in Brentwood, Tennessee, working with Bankers Life Advisory Services, Inc. Devin has previously held positions at Bankers Life, Proequities, Inc, Bankers Life Advisory Services, and Bankers Life Securities, Inc. Devin has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Devin is part of Bankers Life Advisory Services, Inc, which operates out of Brentwood, Tennessee. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

1600 West Gate Circle, Ste 250
Brentwood, TN 37027

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

TN Average: $6,674,516,078
Total Number of Employees

378

TN Average: 44
Total Number of Accounts

13,089

TN Average: 2,564
Average Account Size

$113,532

TN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Devin Rohner Work History

2016 - Present (8 years)

Bankers Life Advisory Services

2016 - Present (8 years)

Bankers Life Securities, Inc

2008 - Present (16 years)

Bankers Life

2012 - 2016 (4 years)

Proequities, Inc

Disclosures

Please visit the SEC profile of Devin Rohner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankers Life Advisory Services, Inc

Christopher Armstrong
Albuquerque, NM
Richard Gregory
Chicago, IL
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Harry Zhang
Chicago, IL
Kyle Hodnett
Chicago, IL
Kurt Richter
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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