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DB

Derek C. Bland

LBMC INVESTMENT ADVISORS
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 4910595
DB

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.
The advisor shows no other business activity.

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.

BD
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.

BD
CRD#: 13686
KINGSTON, TN
Past

March 7, 2005 - July 5, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
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".
LI
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/28/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/4/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LI
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A YE2024 (1/2/2026)

Regulatory assets under management

Total Number of Accounts1,655
AUM (Assets Under Management)$ 1,953,855,930

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
09/24/2024
Cover Page
Report
10/26/2023
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.

Company Information

LBMC INVESTMENT ADVISORS, LLC

CRD#: 108943Brentwood, TN 37027

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