Bedford Forrest Kirkland

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2001 → 03/2026
  Lpl Financial Llc
  Lebanon, TN
• 04/2002 → Present
  Kirkland Financial
  Goodlettsville, TN
• 11/2008 → Present
  Bedford F Kirkland
  Panama City Beach, FL
• 11/2015 → Present
  Kirkland Investors
  Goodlettsville, TN
• 07/2016 → Present
  Kirkland Acquisitions
  Goodlettsville, TN
• 03/2026 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-03-26 → 2026-03-24
  Lpl Financial Llc
  Nashville, TN
  Lebanon, TN
  Lebanon, TN

Other Businesses

1. NAME OF OTHER BUSINESS: Robert E. & Jenny D. Kirkland Foundation INVEST RELATED: YES ADDRESS: 624 Reelfooty Ave, Union City, TN 38261 NATURE OF BUSINESS: Foundation START DATE: 8/2004 POSITION: Board Member/VP APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Review funding request from various charities. Act as a steward of Foundation resources; 2. NAME OF OTHER BUSINESS: Middle TN Council, Boy Scouts of America INVEST RELATED: NO ADDRESS: 3414 Hillsboro Pike, Nashville, TN 37215 NATURE OF BUSINESS: Boy Scouts of America START DATE: 1/2005 POSITION: Board Member APX NUM OF HOURS PER WEEK: 0 APX NUM OF HOURS DURING TRADING HOURS: 0 DUTIES: Attend quarterly board meetings involving facilities, funding and staffing needs and Scout awards; 3. NAME OF OTHER BUSINESS: Christopher R. Kirkland Trust INVEST RELATED: YES ADDRESS: 4306 Esteswood Drive, Nashville, TN 37215 NATURE OF BUSINESS: Trust START DATE: 11/2024 POSITION: Co-Trustee APX NUM OF HOURS PER WEEK: 0 APX NUM OF HOURS DURING TRADING HOURS: 0 DUTIES: Co-Trustee; 4. NAME OF OTHER BUSINESS: Bedford F Kirkland INVEST RELATED: NO ADDRESS: 13000 Hutchison Blvd, Panama City Beach, FL 32407 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 11/2008 POSITION: owner APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Owner; 5. NAME OF OTHER BUSINESS: HTK Wealth Management LLC INVEST RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Financial Services START DATE: 4/2001 POSITION: Partner APX NUM OF HOURS PER WEEK: 45 APX NUM OF HOURS DURING TRADING HOURS: 35 DUTIES: DBA for Securities Business; 6. NAME OF OTHER BUSINESS: HTK Insurance Services LLC INVEST RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Insurance Sales START DATE:4/2001 POSITION: Partner APX NUM OF HOURS PER WEEK: 2 APX NUM OF HOURS DURING TRADING HOURS: 2 DUTIES: Sell Life Insurance; 7. NAME OF OTHER BUSINESS: TMC Partners INVEST RELATED: NO ADDRESS: 4306 Esteswood Drive, Nashville, TN 37215 NATURE OF BUSINESS: Partnership Account for family estate START DATE: 8/2004 POSITION: Partner APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Partnership as a part of family estate planning; 8. NAME OF OTHER BUSINESS: Kirkland Security INVEST RELATED: NO ADDRESS: 4306 Esteswood Drive, Nashville, TN 37215 NATURE OF BUSINESS: Investment account set up as family estate plan START DATE: 8/2004 POSITION: Partner APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Investment account for family estate planning; 9. NAME OF OTHER BUSINESS: Kirkland Financial INVEST RELATED: NO ADDRESS: 3000 Business Park Circle, Goodlettsville, TN 37072 NATURE OF BUSINESS: Purchasing Mortgages at a discount START DATE: 4/2002 POSITION: Passive Owner APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Monthly meetings; 10. NAME OF OTHER BUSINESS: Kirkland Investors INVEST RELATED: NO ADDRESS: 3000 Business Park Circle, Goodlettsville, TN 37072 NATURE OF BUSINESS: Purchasing Mortgages at a discount START DATE: 11/2015 POSITION: Passive Owner APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Monthly meetings; 11. NAME OF OTHER BUSINESS: Kirkland Acquisitions INVEST. RELATED: YES ADDRESS: 3000 Business Park Circle, Goodlettsville, TN 37072 NATURE OF BUSINESS: Purchasing Mortgages at a discount START DATE: 7/2016 POSITION: Passive Owner APX NUM OF HOURS PER WEEK: 1 APX NUM OF HOURS DURING TRADING HOURS: 1 DUTIES: Monthly meetings;

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-09-14

Other Names

• Tab Kirkland