Lucas McNeely has been Partner/Investment Adviser Representative of Copperline Wealth Management & Planning since April 2025, is a control person of the firm and directly owns under 5% of it. Lucas McNeely holds an MBA from Franciscan University of Steubenville.
Copperline Wealth Management & Planning is a Cody, WY firm with $127M under management, 440 clients and 2 advisers in one office, as of its March 2026 filing.
Luke McNeely co-founded Copperline Wealth Management & Planning along with Sara Schauermann in the fall of 2019. Before founding Copperline, he worked for over a decade in several different roles for major financial firms. He works to get to know and understand his clients' needs, wants, and long-term goals in detail.
Lucas McNeely’s longest registration was 4 years at Financial Advocates Investment Management (2021–2025). Before joining Copperline Wealth Management & Planning in 2025, Lucas McNeely was registered through Financial Advocates Investment Management and Level Four Advisory Services.
- – present · 1 yearCody, WY · Adviser representative · Firm CRD 335796
- Financial Advocates Investment Management– · 4 yearsOlympia, WA · Adviser representative · Firm CRD 151298
- Level Four Advisory Services– · 2 yearsCody, WY · Adviser representative · Firm CRD 134086
- Wells Fargo Clearing Services, LLC– · 2 yearsCody, WY · Adviser representative · Firm CRD 19616
Professional designations
Listed by Copperline Wealth Management & Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lucas McNeely is registered as an investment adviser representative in 9 states. The first approvals date from June 2025; the most recent is Florida, in October 2025.
- CaliforniaSince 14 October 2025
- ColoradoSince 14 October 2025
- FloridaSince 30 October 2025
- KansasSince 14 October 2025
- MinnesotaSince 14 October 2025
- NevadaSince 15 October 2025
- North CarolinaSince 14 October 2025
- TexasSince 14 October 2025
- WyomingSince 30 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 February 2016 |
| Series 7 | General Securities Representative Examination | 14 January 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6590316
- Firm
- Copperline Wealth Management & Planning · CRD 335796
- Role
- Partner/Investment Adviser Representative
- Office
- 1517 RUMSEY AVENUE, Cody, WY 82414
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- copperlinewealth.com
Where does Lucas McNeely work?
Lucas McNeely has been Partner/Investment Adviser Representative of Copperline Wealth Management & Planning since April 2025, and is a control person of the firm.
Is Lucas McNeely a financial advisor?
Yes. Lucas McNeely has a current investment-adviser registration in California, Colorado, Florida, Kansas, Minnesota, Nevada, North Carolina, Texas and Wyoming, through Copperline Wealth Management & Planning since June 2025.
How many years of experience does Lucas McNeely have?
Lucas McNeely has 10 years in the financial industry, since January 2016, across 4 adviser firms.
What exams has Lucas McNeely passed?
Lucas McNeely has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2016. FINRA credited Lucas McNeely with the SIE, which began in October 2018.
Where did Lucas McNeely work before Copperline Wealth Management & Planning?
Before Copperline Wealth Management & Planning, Lucas McNeely was registered through Level Four Advisory Services, August 2018 to August 2021; Wells Fargo Clearing Services, LLC, February 2016 to August 2018.
Where is Lucas McNeely based?
Lucas McNeely’s registered office is in Cody, WY.
Is Lucas McNeely registered with FINRA?
Yes. Lucas McNeely has a current broker registration, under CRD 6590316.
Source: FINRA BrokerCheck
Is Lucas McNeely a CFP?
Copperline Wealth Management & Planning lists Lucas McNeely with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Luke McNeely, MBA, CFP® biography, copperlinewealth.com
How can I verify Lucas McNeely’s record?
Search CRD 6590316 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lucas McNeely’s full registration record.
