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Tanner Shaffer Coulter

Investment Adviser Representative at LJI WEALTH MANAGEMENT, LLC

Muncie, INCRD #6277975Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/15/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 4/9/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/10/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.014
Source

LJI Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LJI WEALTH MANAGEMENT, LLCCurrent
8/12/2020Muncie, IN
PRUDENTIAL FINANCIAL PLANNING SERVICES
7/27/20167/6/2020Indianapolis, IN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View LJI WEALTH MANAGEMENT, LLC firm profile
About this profile

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.

Tanner Shaffer Coulter - Financial Advisor in Muncie, IN | AdvisorFinder