Skip to content

Tanner Copeland

Investment adviser representative at Pinion Investment Advisors in Wichita, KS

Investment adviser registrationUpdated

Tanner Copeland is an investment adviser representative at Pinion Investment Advisors, LLC, an investment adviser managing $837M, and works from its Wichita, KS office. Tanner Copeland has been registered through Pinion Investment Advisors since 12 December 2025, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Tanner Copeland has been an investment adviser representative at Pinion Investment Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners.

Pinion Investment Advisors, LLC is a Wichita, KS firm with $837M under management, 615 clients and 8 advisers across 4 offices, as of its May 2026 filing.

  1. – present · under a year
    Wichita, KS · Adviser representative · Firm CRD 114556

Credentials and registrations

Investment adviser representative registrations

Tanner Copeland is registered as an investment adviser representative in Kansas, since December 2025.

  • KansasSince 12 December 2025

Examinations

Series 6512 December 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Tanner John Copeland
CRD
7589354
Firm
Pinion Investment Advisors · CRD 114556
Office
1605 NORTH WATERFRONT PARKWAY, SUITE 200, Wichita, KS 67206
Registration
Investment adviser registration
In the industry since
December 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Tanner Copeland work?

Tanner Copeland is an investment adviser representative registered through Pinion Investment Advisors, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Tanner Copeland a financial advisor?

Yes. Tanner Copeland has a current investment-adviser registration in Kansas, through Pinion Investment Advisors since December 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Tanner Copeland have?

Tanner Copeland has 0 years in the financial industry, since December 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Tanner Copeland passed?

Tanner Copeland passed the Series 65 in December 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Tanner Copeland based?

Tanner Copeland’s registered office is in Wichita, KS.

Source: IAPD individual record, checked 24 October 2026

Is Tanner Copeland registered with FINRA?

No. Tanner Copeland has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Tanner Copeland’s record?

Search CRD 7589354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Copeland’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Pinion Investment Advisors

Sources

  1. IAPD individual record, CRD 7589354, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Pinion Investment Advisors, LLC, filed 19 May 2026. Executive officers and direct owners; this person is not among them.