# COPPERLINE WEALTH MANAGEMENT & PLANNING

COPPERLINE WEALTH MANAGEMENT & PLANNING of CODY, WY is an SEC-registered investment adviser.

## Registration

- CRD: 335796
- Type: SEC-registered investment adviser
- SEC file number: 801-132972
- Location: 1517 RUMSEY AVENUE, CODY, WY, 82414
- Phone: 307-586-1880
- Latest filing: 2026-03-29
- Regulatory AUM: $126.6M
- Discretionary AUM: $126.6M
- Clients: 3
- Accounts: 735

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Lucas Mcneely | OWNER; PARTNER/INVESTMENT ADVISER REPRESENTATIVE | — |
| Sara Marie Schauermann | OWNER; PARTNER/INVESTMENT ADVISER REPRESENTATIVE | — |
| Elaine Ann Selby | CHIEF COMPLIANCE OFFICER | — |
| Christopher William Conrad Marks | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335796/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335796/similar
- Related entities: https://search.stillhousedata.com/firm/335796/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335796

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.