Tanner Shaffer Coulter
Investment Adviser Representative at LJI Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tanner Shaffer Coulter is an investment adviser representative with LJI Wealth Management, LLC in Muncie, IN, where they have been registered since 2020. They have worked in the securities industry since 2016 and were previously registered with Prudential Financial Planning Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Prudential Financial Planning ServicesMay 2015 – Jul 2020Indianapolis, IN
- The Prudential Insurance Company of AmericaMay 2016 – Jul 2020Indianapolis, IN
- LJI Wealth Management, LLCJul 2020 – no end date reportedIndianapolis, IN
- Pruco Securities, LLCMay 2015 – Jul 2020Indianapolis, IN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LJI Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Estimated blended rate
- 0.014
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management (personal and business), financial planning through a proprietary solution called WealthPath, insurance (life, disability, long-term care, business), and mortgages.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-77820
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at LJI Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tanner Shaffer Coulter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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