Tanner Coulter (CRD# 6277975) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Muncie, IN and has over 8 years of experience in the finance industry.
CRD# 2756288
Edward Jones
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lji Wealth Management, LLC | Indianapolis, IN | Jul 2020 - Current | 3 |
| Martin Insurance | Pendleton, IN | Jul 2020 - Current | 3 |
| Coulter Livestock Insurance | Indianapolis, IN | Feb 2019 - Current | 5 |
| The Prudential Insurance Company Of America | Indianapolis, IN | May 2016 - Jul 2020 | 4 |
| Prudential Financial Planning Services | Indianapolis, IN | May 2015 - Jul 2020 | 5 |
| Pruco Securities, LLC | Indianapolis, IN | May 2015 - Jul 2020 | 5 |
| Indiana University | Indianapolis, IN | Jan 2016 - May 2016 | < 1 |
| Prudential | Indianapolis, IN | May 2015 - May 2016 | 1 |
| Indiana University | Indianapolis, IN | Aug 2012 - Feb 2016 | 3 |
| Fastenal Company | Indianapolis, IN | Jan 2015 - Jan 2016 | 1 |
| Napa Balkamp | Indianapolis, IN | May 2014 - Dec 2014 | < 1 |
| Merrill Lynch | Carmel, IN | Dec 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- IN
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Total Assets Under Management853MILLIONS
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Total Number of Accounts3,356ACCOUNTS
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Average Account Value$254,236
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MI, MO, NC, OH, PA, SC, TN, TX, VA
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