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CFP
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CFP

Devin Rohner

LPL Financial LLC
14 Years of Experience
Brentwood, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Devin Rohner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brentwood, TN, with 14 years of industry experience. Devin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5205 Maryland Way, Ste 100, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Devin is a partner in rental properties, spending minimal time on paperwork and maintenance. Devin also works full-time as a Unit Sales Manager for Bankers Life & Casualty, selling life and health insurance, and is an owner of BR Rental Properties LLC and a member of Rohner Real Estate Group, LLC.

Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Bankers Life Advisory Services, INC.
July 2016 - October 2025 · 9 yrs 3 mos
Bankers Life Securities, INC.Broker
May 2016 - October 2025 · 9 yrs 5 mos
Investment Advisors
May 2012 - May 2016 · 4 yrs
Proequities, INC.Broker
April 2012 - May 2016 · 4 yrs 1 mo
State Registrations31 states
ALARAZCACODEFLGAILINKYLAMDMIMNMOMSNCNDNJNMNYOHORSCSDTNTXWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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