Lucas Mcneely

Current Employers

Employment History

• 12/2015 → 11/2016
  Wells Fargo Advisors Llc
  Sheridan, WY
• 06/2009 → 08/2018
  Wells Fargo Bank, Na
  Sheridan, WY
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Sheridan, WY
• 08/2018 → Present
  Lpl Financial Corporation
  Cody, WY
• 08/2018 → 08/2021
  Level Four Advisory Services
  Cody, WY
• 06/2021 → Present
  Financial Advocates Investment Management, Llc
  Cody, WY
• 03/2025 → Present
  Copperline Wealth Management & Planning, Llc
  Cody, WY

Previous Registrations

• 2021-08-10 → 2025-09-12
  Financial Advocates Investment Management
  Olympia, WA
  Cody, WY
• 2018-08-14 → 2021-08-06
  Level Four Advisory Services
  Cody, WY
  Cody, WY
• 2016-02-08 → 2018-08-14
  Wells Fargo Clearing Services, Llc
  Sheridan, WY
  Billings, MT
  Cody, WY

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-08

Designations

Other Names

• Luke Mcneely