Tanner Shaffer Coulter

Employer firm

Lji Wealth Management, LLC CRD 145399

$1.37B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 07/2020
  Prudential Financial Planning Services
  Indianapolis, IN
• 05/2016 → 07/2020
  The Prudential Insurance Company Of America
  Indianapolis, IN
• 07/2020 → Present
  Lji Wealth Management, Llc
  Indianapolis, IN
• 05/2015 → 07/2020
  Pruco Securities, Llc
  Indianapolis, IN

Previous Registrations

• 2016-07-27 → 2020-07-06
  Pruco Securities, Llc.
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

COULTER LIVESTOCK INSURANCE POSITION: Agent NATURE: Livestock Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/11/2019 ADDRESS: 7504 Kilmer Ln, Indianapolis IN 46256, United States DUTIES: Offer livestock insurance due to product gap. MARTIN INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 07/06/2020 ADDRESS: 3409 W. Bethel Ave., Muncie, IN 47304 Duties: Sales in insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-15
• S63 Uniform Securities Agent State Law Examination
  2016-04-09

Other Names

• Tanner Coulter