Tanner John Copeland
Investment adviser representative at Pinion Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$837.1MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pinion Wealth Management, LLCDec 2025 to now
- Pinion WealthJun 2024 to now
- Smoky Hill Country ClubAug 2023 to Jun 2024
- One DigitalMay 2021 to Aug 2023
- Smoky Hill Country ClubAug 2019 to May 2021
- StudentJan 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
Pinion Wealth Management, LLC
Legal name: Pinion Investment Advisors, LLC
$837.1MAssets managed
615Clients
8Advisers
22 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
- 7589354
- Firm CRD
- 114556