Tanner Coulter
Tanner Coulter is a registered investment advisor at Lji Wealth Management, LLC, based in Muncie, IN, with 9 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,613 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum fee is 1.4%, which is negotiable.
Fee Estimator
Location
3409 W. Bethel Avenue, Muncie, IN, 47304
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tanner works as an agent for Coulter Livestock Insurance, offering livestock insurance, dedicating a few hours per week. Tanner also works as an agent for Martin Insurance, focusing on insurance sales, dedicating nearly full-time hours.
Employment History
Current Registrations
Lji Wealth Management, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.