Devin Rohner (CRD# 6042964) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Brentwood, TN and has over 11 years of experience in the finance industry. Devin Rohner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities, Inc. | Brentwood, TN | May 2016 - Current | 7 |
| Bankers Life Advisory Services | Brentwood, TN | May 2016 - Current | 7 |
| Bankers Life | Brentwood, TN | Oct 2008 - Current | 15 |
| Proequities, Inc. | Brentwood, TN | Mar 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- TN
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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