COPPERLINE WEALTH MANAGEMENT & PLANNING of CODY, WY is an SEC-registered investment adviser (CRD 335796). Regulatory assets under management: $126.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| 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 | — |