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Partner/investment Adviser Representative · Copperline Wealth Management & Planning

Lucas McNeely

CRD 6590316 · Named on Form ADV at one SEC-registered adviser

At a glance

Copperline Wealth Management & Planning, an SEC-registered wealth manager based in Cody, WY with $127 million in regulatory assets, lists Lucas McNeely on its Form ADV as Partner/investment Adviser Representative, a control person.

Firms and roles

AtlasMembers

Lucas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sara M. SchauermannPartner/investment Adviser Representative, Copperline Wealth Management & Planning
  • Elaine A. SelbyChief Compliance Officer, Copperline Wealth Management & Planning

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lucas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.