Lucas Mcneely
COPPERLINE WEALTH MANAGEMENT & PLANNING
CODY, WY 82414
Some features on this profile are disabled
CRD#: 6590316
Professional summary
Lucas Mcneely, CFP®, who also goes by Luke Mcneely, is a registered financial advisor currently at COPPERLINE WEALTH MANAGEMENT & PLANNING located in Cody, Wyoming and LPL FINANCIAL LLC located in Cody, Wyoming.
Lucas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Lucas has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luke Mcneely
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.
1) 8/10/2018 - Notary - Investment Related - Home Based - Other-Notary - Start Date:01/02/2015 - 0 Hours Per Month/0 Hours During Trading - Time Spent: 0%. 2)11/20/2019 - Timberline Wealth Management & Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s - Start Date: 11/18/2019 - 40 Hrs/Mth - 8 Hrs During Trading. 3)04/17/2020 - TWM Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 04/14/2020 - 160 Hrs/Mth - 40 Hrs During Trading. 4) 5/7/2020 - SMH Group, LLC - DBA: Copperline Wealth Management & Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/06/2020 - 40 Hrs/Mth - 40 Hrs During Trading. 5)8/31/2021 - AYS Group, LLC - Investment Related - At Reported Business Location(s) & Powell, WY 82435 - Real Estate Rental - Started 06/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 6)8/31/2021 - HMB Group, LLC - Not Investment Related - 1517 Rumsey Avenue Cody, WY 82414 - Business Entity For Tax/Investment Purposes Only - Started 08/01/2021 - 0 Hours Per Month - This is a holding company for office building. 7) 08/05/2025 - Copperline Wealth Management & Planning - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 08/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading. I provide investment advisory services through Copperline Wealth Management & Planning, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Mcneely's 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®
Start date: 2022
Experience
Current
June 30, 2025 - Present
COPPERLINE WEALTH MANAGEMENT & PLANNING
Office #1: 1517 Rumsey Avenue, Cody, WY 82414RIA
CRD#: 335796
CODY, WY
Current
August 10, 2018 - Present
LPL FINANCIAL LLC
Office #1: 1517 Rumsey Ave, Cody, WY 82414RIA
BD
CRD#: 6413
Cody, WY
Past
August 10, 2021 - September 12, 2025
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
OLYMPIA, WA
Past
August 14, 2018 - August 6, 2021
LEVEL FOUR ADVISORY SERVICES
RIA
CRD#: 134086
Cody, WY
Past
February 8, 2016 - August 14, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CODY, WY
Past
January 14, 2016 - August 14, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CODY, WY
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
California(3/8/2024)
IAR
California(10/14/2025)
IAR
Colorado(10/14/2025)
IAR
Florida(10/30/2025)
RR
Kansas(11/17/2021)
IAR
Kansas(10/14/2025)
RR
Louisiana(10/28/2019)
RR
Minnesota(6/20/2023)
IAR
Minnesota(10/14/2025)
IAR
Nevada(10/15/2025)
IAR
North Carolina(10/14/2025)
IAR
Texas(10/14/2025)
RR
Wyoming(8/10/2018)
IAR
Wyoming(6/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 120-Day Approval)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 699 |
| AUM (Assets Under Management) | $ 117,964,365 |
Red Flags
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