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Lucas McNeely

Partner/Investment Adviser RepresentativeCopperline Wealth Management & PlanningCRD 6590316

About Lucas McNeely

Lucas McNeely is listed as Partner/Investment Adviser Representative at Copperline Wealth Management & Planning in Cody, WY. Form ADV reports a beneficial ownership band of Under 5%. Lucas McNeely is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Copperline Wealth Management & Planning
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lucas McNeely work?

Lucas McNeely is listed as Partner/Investment Adviser Representative at Copperline Wealth Management & Planning on SEC Form ADV.

How much of Copperline Wealth Management & Planning does Lucas McNeely own?

Form ADV reports a beneficial ownership band of Under 5%.

Copperline Wealth Management & Planning

TitlePartner/Investment Adviser Representative
OwnershipUnder 5%
Control personYes
Since2025
View Copperline Wealth Management & Planning →

Copperline Wealth Management & Planning

TitleOwner
Ownership50-75%
Control personYes
Since2019
View Copperline Wealth Management & Planning →