Sara Schauermann 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. Sara Schauermann studied at the University of Wyoming.
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.
Sara Schauermann co-founded Copperline Wealth Management & Planning with Luke McNeely in 2019. Before that, she worked in finance since 2009, earning various investment licenses in 2011 and 2012 for her role as Financial Advisor.
Sara Schauermann’s longest registration was 4 years at Financial Advocates Investment Management (2021–2025). Before joining Copperline Wealth Management & Planning in 2025, Sara Schauermann 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 yearsCody, WY · Adviser representative · Firm CRD 151298
- Level Four Advisory Services– · 3 yearsCody, WY · Adviser representative · Firm CRD 134086
- Wells Fargo Clearing Services, LLC– · 2 yearsCheyenne, WY · Adviser representative · Firm CRD 19616
Professional designations
Listed by Copperline Wealth Management & Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sara Schauermann 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 | 6 January 2015 |
| Series 7 | General Securities Representative Examination | 16 December 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sara Marie Schauermann
- CRD
- 6170972
- 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
- June 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- copperlinewealth.com
Where does Sara Schauermann work?
Sara Schauermann has been Partner/Investment Adviser Representative of Copperline Wealth Management & Planning since April 2025, and is a control person of the firm.
Is Sara Schauermann a financial advisor?
Yes. Sara Schauermann 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 Sara Schauermann have?
Sara Schauermann has 13 years in the financial industry, since June 2013, across 4 adviser firms.
What exams has Sara Schauermann passed?
Sara Schauermann has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2013. FINRA credited Sara Schauermann with the SIE, which began in October 2018.
Where did Sara Schauermann work before Copperline Wealth Management & Planning?
Before Copperline Wealth Management & Planning, Sara Schauermann was registered through Level Four Advisory Services, February 2018 to August 2021; Wells Fargo Clearing Services, LLC, January 2015 to March 2017.
Where is Sara Schauermann based?
Sara Schauermann’s registered office is in Cody, WY.
Is Sara Schauermann registered with FINRA?
Yes. Sara Schauermann has a current broker registration, under CRD 6170972.
Source: FINRA BrokerCheck
Is Sara Schauermann a CFP?
Copperline Wealth Management & Planning lists Sara Schauermann with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Sara Schauermann, CFP® biography, copperlinewealth.com
How can I verify Sara Schauermann’s record?
Search CRD 6170972 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sara Schauermann’s full registration record.
