Tanner John Copeland

Employer firm

Pinion Wealth Management, LLC CRD 114556

$837M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2024 → Present
  Pinion Wealth
  Wichita, KS
• 08/2023 → 06/2024
  Smoky Hill Country Club
  Hays, KS
• 05/2021 → 08/2023
  One Digital
  Overland Park, KS
• 08/2019 → 05/2021
  Smoky Hill Country Club
  Hays, KS
• 01/2015 → 08/2019
  Student
  Plainville, KS

Other Businesses

Pinion Insurance Agency-Investment related, 1605 N Waterfront Pkwy, Wichita, KS, Insurance Agency, Assistant to agents, 06/2024, 5 hours/mo.,1 hour during trading. Assists agents on policies. Purshe Kaplan Sterling-Investment Related, 80 State St. Albany, NY 12207, Assistant to Reps, 06/2024, 5 hours/month, 1 during trading. Assists reps .

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-12

Other Names

• Tanner J Copeland