Tanner Shaffer Coulter
Investment adviser representative at LJI Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- LJI Wealth Management, LLCJul 2020 to now
- The Prudential Insurance Company of AmericaMay 2016 to Jul 2020
- Pruco Securities, LLCMay 2015 to Jul 2020
- Prudential Financial Planning ServicesMay 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
LJI Wealth Management, LLC
$1.4BAssets managed
1,573Clients
13Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6277975
- Firm CRD
- 145399