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Sara Marie Schauermann

Sara M. Schauermann

COPPERLINE WEALTH MANAGEMENT & PLANNING
CODY, WY 82414
Some features on this profile are disabled
CRD#: 6170972
Sara Marie Schauermann

Professional summary

Sara Marie Schauermann, CFP®, who also goes by Sara M Schauermann, Sara Schauermann, Sara Marie Schauermann, Sara M Ysebaert, Sara Marie Ysebaert, Sara Ysebaert, is a registered financial advisor currently at COPPERLINE WEALTH MANAGEMENT & PLANNING located in Cody, Wyoming and LPL FINANCIAL LLC located in Cody, Wyoming.

Sara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Sara has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sara M Schauermann | Sara Schauermann | Sara Marie Schauermann | Sara M Ysebaert | Sara Marie Ysebaert | Sara Ysebaert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Marie Schauermann's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

June 30, 2025 - Present

COPPERLINE WEALTH MANAGEMENT & PLANNING

Office #1: 1517 Rumsey Avenue, Cody, WY 82414
RIA
CRD#: 335796
CODY, WY
Current

March 14, 2017 - Present

LPL FINANCIAL LLC

Office #1: 1517 Rumsey Ave, Cody, WY 82414
RIA
BD
CRD#: 6413
Cody, WY
Past

August 10, 2021 - September 12, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA
CRD#: 151298
Cody, WY
Past

February 13, 2018 - August 6, 2021

LEVEL FOUR ADVISORY SERVICES

RIA
CRD#: 134086
Cody, WY
Past

January 6, 2015 - March 15, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHEYENNE, WY
Past

August 28, 2013 - March 15, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHEYENNE, WY
Past

March 29, 2013 - May 31, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FORT COLLINS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COPPERLINE WEALTH MANAGEMENT & PLANNING
COPPERLINE WEALTH MANAGEMENT & PLANNING | COPPERLINE WEALTH MANAGEMENT & PLANNING, LLC

CRD#: 335796 / SEC#: 801-132972

RIA
Registered Investment Advisory firm - (6/13/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/14/2017)
RR
California
(3/8/2024)
IAR
California
(10/14/2025)
RR
Colorado
(11/11/2021)
IAR
Colorado
(10/14/2025)
IAR
Florida
(10/30/2025)
RR
Kansas
(11/17/2021)
IAR
Kansas
(10/14/2025)
RR
Louisiana
(5/10/2023)
RR
Minnesota
(1/12/2024)
IAR
Minnesota
(10/14/2025)
IAR
Nevada
(10/15/2025)
IAR
North Carolina
(10/14/2025)
IAR
Texas
(10/14/2025)
RR
Wyoming
(3/14/2017)
IAR
Wyoming
(6/30/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/27/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/28/2013
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
COPPERLINE WEALTH MANAGEMENT & PLANNING
COPPERLINE WEALTH MANAGEMENT & PLANNING | COPPERLINE WEALTH MANAGEMENT & PLANNING, LLC

CRD#: 335796 / SEC#: 801-132972

RIA
Registered Investment Advisory firm - (6/13/2025 Approved)
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Contact information

Main Address
1517 Rumsey Avenue, Cody, WY 82414
Mailing Address
Phone number
(307) 586-1880
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COPPERLINE ADV 2A - WRAP BROCHURE (9/15/2025)
CWM ADV 2A (9/15/2025)

Regulatory assets under management

Total Number of Accounts699
AUM (Assets Under Management)$ 117,964,365

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COPPERLINE WEALTH MANAGEMENT & PLANNING

CRD#: 335796Cody, WY 82414

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