COPPERLINE WEALTH MANAGEMENT & PLANNING
SEC RegisteredFinancial Strategies For Every Season
About the firm
Copperline Wealth Management & Planning is a Registered Investment Advisor located in Cody, Wyoming, building customized financial plans for clients. The firm is led by Sara Schauermann, CFP® and Luke McNeely, MBA, CFP®, and offers services through LPL Financial.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management and financial planning, including retirement planning, college savings planning, 401k setup, inheritance investment, and legacy planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 308 | $28M |
| High Net Worth Individuals | 122 | $96M |
| Charitable Organizations | 5 | $755k |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPPERLINE WEALTH MANAGEMENT & PLANNING has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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