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
| Title | Partner/Investment Adviser Representative |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Copperline Wealth Management & Planning
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2019 |