Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
26 years
Location
Cody, WY 82414
Edward Jones
Institution
Robert Boysen is a financial advisor at Edward Jones with 26 years of industry experience and holds a Series 63 designation. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as Secretary of the Paul Stock Foundation in Cody, Wyoming, where he assists with fundraising and decision-making on donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Cody, WY 13th St
1121 13th St
Cody WY 82414
Advisors at this office
3
Texas · Wyoming
26 years of industry experience
Edward Jones
1999 - Present • 27 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Cody, WY
Copperline Wealth Management & Planning
Lucas Mcneely is a CFP® with 10 years of industry experience. He is currently an advisor at Copperline Wealth Management & Planning and has previously worked at firms including LPL Financial Corporation and Wells Fargo. Mcneely provides investment advisory services through Copperline Wealth Management & Planning, an independent firm he joined in 2025. Copperline Wealth Management & Planning offers discretionary portfolio management, financial planning, and fiduciary consulting to individual clients and employer-sponsored retirement plans. The firm manages approximately $117 million in assets and serves several hundred client relationships, with portfolios tailored to client goals and typically managed on a discretionary basis.
CFP®, Series 63, Series 66
Cody, WY
Copperline Wealth Management & Planning
Sara Schauermann is a CFP® professional with 12 years of industry experience. She is currently with Copperline Wealth Management & Planning and has prior experience at Financial Advocates Investment Management, LPL Financial Corporation, Level Four Advisory Services, and Wells Fargo Advisors. Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans. The firm manages approximately $117 million in client assets and serves several hundred client relationships.
Series 66
Cody, WY
O'Donnell Wealth Management
Stephen O'Donnell is a financial advisor with O'Donnell Wealth Management in Cody, Wyoming, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial LLC and Saxony Securities, Inc., and serves as Chief Executive Officer and Chief Investment Officer of O'Domhanaill Enterprises, Inc., the entity behind O'Donnell Wealth Management. O'Donnell also participates on the Investment Funds Committee Selection Panel for the state of Wyoming. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm manages approximately $123.3 million in discretionary assets, applying a value-driven, growth-and-income investment approach with an emphasis on capital preservation and risk-adjusted returns.
Series 66, Series 63
Cody, WY
O'Donnell Wealth Management
Stephen O'Donnell Jr. is a financial advisor at O'Donnell Wealth Management in Cody, Wyoming, with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with LPL Financial as well as a background in law enforcement and military service, including roles with various police departments and the Wyoming and New York Army National Guards. He also serves as a reserve police officer and is a licensed notary public. O'Donnell Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm follows a value-driven, growth-and-income investment approach focused on capital preservation and risk-adjusted returns, managing approximately $123 million in discretionary assets for about 208 clients.
Series 66
Cody, WY
O'Donnell Wealth Management
Ryan O Donnell is a financial advisor at O'Donnell Wealth Management in Cody, Wyoming, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial LLC and Saxony Securities, Inc., as well as healthcare experience at West Park Hospital. Outside of financial advising, he performs freelance voice talent work. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.
Series 65, Series 63
Cody, WY
Vantage Point Wealth Management
Samuel Holm is a financial advisor with Vantage Point Wealth Management in Cody, Wyoming, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at firms including Allstate Financial Services and Big Sky Financial Partners. Outside of finance, Holm is involved in coaching girls’ college basketball and local basketball officiating. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a range of investment strategies including fundamental and technical analysis and utilizes multiple LPL Financial advisory platforms to implement portfolios.
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