Lucas Mcneely
Investment adviser representative at Copperline Wealth Management & Planning
17 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$126.6MFirm assets
Are you Lucas Mcneely? Claim your profile
Contact this firm
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
17 years in the industry.
- Copperline Wealth Management & Planning, LLCMar 2025 to now
- Financial Advocates Investment Management, LLCJun 2021 to now
- LPL Financial CorporationAug 2018 to now
- Level Four Advisory ServicesAug 2018 to Aug 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2018
- Wells Fargo Advisors LLCDec 2015 to Nov 2016
- Wells Fargo Bank, NAJun 2009 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6590316
- Firm CRD
- 335796