Sara Marie Schauermann

Current Employers

Employment History

• 10/2014 → 11/2016
  Wells Fargo Advisors Llc
  Cheyenne, WY
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Cheyenne, WY
• 03/2017 → Present
  Lpl Financial Corporation
  Cody, WY
• 03/2017 → 08/2021
  Level Four Advisory Services
  Cody, WY
• 06/2021 → Present
  Financial Advocates Investment Management
  Cody, WY
• 03/2025 → Present
  Copperline Wealth Management & Planning, Llc
  Cody, WY

Previous Registrations

• 2021-08-10 → 2025-09-12
  Financial Advocates Investment Management
  Cody, WY
  Olympia, WA
• 2018-02-13 → 2021-08-06
  Level Four Advisory Services
  Cody, WY
  Cody, WY
• 2015-01-06 → 2017-03-15
  Wells Fargo Clearing Services, Llc
  Cheyenne, WY
  Billings, MT
  Evanston, WY
  Green River, WY
  Rock Springs, WY
  Wheatland, WY
  Cheyenne, WY
  Lyman, WY
  Laramie, WY

Other Businesses

1) 11/22/2019 - Timberline Wealth Management & Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/18/2019 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 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. 3) 05/07/2020 - Copperline Wealth Management & Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/06/2020 - 40 Hrs/Mth - 40 Hrs During Trading. 4. 9/16/2021 - AYS Group, LLC - Investment Related - At Reported Business Location(s) & Powell, WY 82435 - Real Estate Rental - Started 04/27/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Own 50% interest in a real estate holding company. 5. 9/16/2021 - HMB Group, LLC - Investment Related - 1517 Rumsey Ave, Cody, WY 82414 - Real Estate Rental - Started 06/25/2021 - 0 Hours Per Month - Holding company for office building. 6) 08/05/2025 - Copperline Wealth Management & Planning, LLC - 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
  2015-01-06
• S63 Uniform Securities Agent State Law Examination
  2013-11-27

Designations

Other Names

• Sara Marie Ysebaert
• Sara Ysebaert
• Sara M Ysebaert
• Sara M Schauermann
• Sara Schauermann
• Sara Marie Schauermann
• Sara Marie Ysebaert