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Credentials
CFP®, Series 63, Series 66
Experience Industry experience
13 years
Location
Cody, WY 82414
Copperline Wealth Management & Planning
Supported
Total advisors
2Clients per advisor
215 Very HighAvg AUM per client
$288,269 Very LowHNW client ratio
28% TypicalSara Schauermann is a Certified Financial Planner® with 13 years of industry experience. She is currently an advisor at Copperline Wealth Management & Planning, where she has worked since 2025. Prior to this, she held roles 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 consulting services to individual and high-net-worth clients. The firm employs a risk-based allocation approach with tailored portfolios that include equities, bonds, ETFs, mutual funds, options, and private investments, and operates with a high client load per advisor using standardized processes and third-party platforms.
Based on Copperline Wealth Management & Planning
Flat fees vary from $250 to $30,000 depending on complexity
$0 - $250,000: 1.25% $250,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.10% $2,500,000 - $5,000,000: 1.00% $5,000,000+: Negotiable
IARs may receive commissions for brokerage and insurance products sold outside of advisory accounts
Hourly fees typically range from $50 to $300 depending on service
Fee-only: Hourly fees typically range from $50 to $300 per hour; Flat fees range from $250 to $30,000 depending on complexity
Cody, WY
1517 Rumsey Avenue
Cody WY 82414
Advisors at this office
2
California · Colorado · Florida · Kansas · Minnesota · Nevada · North Carolina · Texas · Wyoming
13 years of industry experience
Copperline Wealth Management & Planning, LLC
2025 - Present • 1 year
Cody, WY
Financial Advocates Investment Management
2021 - 2025 • 4 years
Cody, WY
LPL Financial Corporation
2017 - Present • 9 years
Cody, WY
Level Four Advisory Services
2017 - 2021 • 4 years
Cody, WY
Wells Fargo Clearing
2016 - 2017 • 1 year
Cheyenne, WY
WELLS FARGO ADVISORS LLC
2014 - 2016 • 2 years
Cheyenne, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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 63, Series 66
Cody, WY
O'Donnell Wealth Management
Stephen O'Donnell Jr. is a financial advisor at O'Donnell Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and has a background in law enforcement, including roles at the Town of Jackson Police Department and the Wyoming Army National Guard. O'Donnell also serves as a reserve police officer and is a notary public. 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 employs a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.
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 63, Series 65
Cody, WY
Vantage Point Wealth Management
Samuel Holm is a financial advisor with Vantage Point Wealth Management holding Series 63 and Series 65 licenses and has eight years of industry experience. His background includes roles at LPL Financial LLC, Big Sky Financial Partners, and Allstate Financial Services. Outside his advisory work, he coaches girls' college basketball and is involved with Cody Basketball Officials. Vantage Point Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a combination of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, reviewing client accounts quarterly with ongoing monitoring and rebalancing.
Series 65
Cody, WY
O'Donnell Wealth Management
Thomas Lane is a Series 65-licensed advisor at O'Donnell Wealth Management in Cody, Wyoming. He has eight years of experience at Young & Associates and six years at Omni Hotels. O'Donnell Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, integrated financial planning, and estate-planning services. The firm focuses on a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.
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