Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
14yrs
Devin Rohner is a fiduciary financial advisor in Brentwood, Tennessee, with 14 years in the industry. After nine years at Bankers Life Advisory Services and four years at Concourse Financial Group Securities, Devin joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. Devin holds the CFP® designation.
One of 559 advisors with offices in Brentwood, and one of 485 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office5205 Maryland Way, Suite 100, Brentwood, TN 37027
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowLPL Financial LLCCurrent firm
- 2016 – 2025Bankers Life Advisory Services, Inc.Previously
- 2012 – 2016Concourse Financial Group Securities, Inc.Previously
Contact Devin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Devin. 5205 Maryland Way, Suite 100Brentwood, TN 37027Office · Get directions Facebook pageLPL Financial
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Questions to ask Devin
Tailored to Devin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Devin
How do I contact Devin?
Call LPL Financial at (704) 733-3300 and ask for Devin Rohner. Devin works from the Brentwood, TN office.
How long has Devin been a financial advisor?
Devin has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Devin hold?
Series 66. Tap any license on this page to see what it allows.
Is Devin a fiduciary?
Devin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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