Sara Marie Schauermann
Investment adviser representative at Copperline Wealth Management & Planning
12 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$126.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Copperline Wealth Management & Planning, LLCMar 2025 to now
- Financial Advocates Investment ManagementJun 2021 to now
- LPL Financial CorporationMar 2017 to now
- Level Four Advisory ServicesMar 2017 to Aug 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2017
- Wells Fargo Advisors LLCOct 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 9 states (CA, CO, FL, KS, MN, NC, NV, TX, WY).
Copperline Wealth Management & Planning
$126.6MAssets managed
440Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6170972
- Firm CRD
- 335796