TC
Tanner J. Copeland
PINION WEALTH MANAGEMENT
Wichita, KS 67206
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CRD#: 7589354
TC
Professional summary
Tanner John Copeland, who also goes by Tanner J Copeland, is a registered financial advisor currently at PINION WEALTH MANAGEMENT, LLC located in Wichita, Kansas.
Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Tanner has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tanner J Copeland
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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 .
CRS (Client Relationship Summary) - RIA
Click below to view Tanner John Copeland's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 12, 2025 - Present
PINION WEALTH MANAGEMENT, LLC
Office #1: 1605 North Waterfront Parkway Suite 200, Wichita, KS 67206RIA
CRD#: 114556
Wichita, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(12/12/2025)
Current Firm
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1605 North Waterfront Parkway Suite 200, Wichita, KS 67206
Mailing Address
Phone number
(316) 682-8344
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,340 |
| AUM (Assets Under Management) | $ 649,043,048 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PINION WEALTH MANAGEMENT, LLC
CRD#: 114556Wichita, KS 67206TRUST BUT VERIFY
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