Derek C. Bland

LBMC INVESTMENT ADVISORS

Brentwood, TN 37027

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CRD#: 4910595

Professional summary

Derek Christopher Bland, CFP®, who also goes by Derek C Bland, is a registered financial advisor currently at LBMC INVESTMENT ADVISORS, LLC located in Brentwood, Tennessee.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Derek has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derek C Bland

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.

Independent insurance agent. Self employed. Occasional insurance policies written for clients or others. Began on June 30, 2016. Time devoted to this is less than 1 hour per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Christopher Bland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 27, 2009 - Present

LBMC INVESTMENT ADVISORS, LLC

Office #1: 201 Franklin Road Suite 400, Brentwood, TN 37027

RIA

CRD#: 108943

Brentwood, TN

Past

September 27, 2007 - January 29, 2009

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 116285

BRANDON, MS

Past

August 24, 2007 - May 16, 2008

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

NASHVILLE, TN

Past

March 6, 2007 - September 6, 2007

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

KINGSTON, TN

Past

August 22, 2005 - September 6, 2007

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

KINGSTON, TN

Past

March 7, 2005 - July 5, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS LLC | LBMC INVESTMENT ADVISORS, LLC

CRD#: 108943 / SEC#: 801-55589

RIA

Registered Investment Advisory firm - (5/26/1998 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/27/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/18/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/4/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS LLC | LBMC INVESTMENT ADVISORS, LLC

CRD#: 108943 / SEC#: 801-55589

RIA

Registered Investment Advisory firm - (5/26/1998 Approved)

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Contact information

Main Address

201 Franklin Road Suite 400, Brentwood, TN 37027

Mailing Address

P.o. Box 1869, Brentwood, TN 37024-1869

Phone number

(615) 377-4603

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A YE2024 (1/27/2025)

Regulatory assets under management

Total Number of Accounts	1,655
AUM (Assets Under Management)	$ 1,953,855,930

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
09/24/2024	Cover Page	Report
10/26/2023	Cover Page	Report
12/28/2022	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.

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Derek C. Bland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Christopher Bland's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

LBMC INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2006

Series 63

Date: 3/11/2005

Series 7

Date: 7/28/2006

Series 6

Date: 3/4/2005

Current Firm

LBMC INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LBMC INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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