Advisor at Copperline Wealth Management & Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Copperline Wealth Management & Planning
Location
Cody, WY 82414
Credentials
CFP®, Series 66
Industry experience
10 years
Flat fees vary from $250 to $30,000 depending on complexity
$0 - $250,000: 1.25% annually $250,000 - $500,000: 1.20% annually $500,000 - $1,000,000: 1.15% annually $1,000,000 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 1.00% annually $5,000,000+: Negotiable
Commissions may be received by IARs in their capacity as registered representatives of LPL Financial for sales of securities; also commissions from insurance product sales by licensed agents
Hourly fees typically range from $50 to $300 depending on service
Fee-only: Hourly fees typically range from $50 to $300 per hour; Flat fees range from $250 to $30,000 based on complexity
Copperline Wealth Management & Planning, LLC
2025 - Present (1 year)
Financial Advocates Investment Management, LLC
2021 - Present (5 years)
LPL Financial Corporation
2018 - Present (8 years)
Level Four Advisory Services
2018 - 2021 (3 years)
Wells Fargo Clearing Services, llc
2016 - 2018 (2 years)
Wells Fargo Advisors Llc
2015 - 2016 (1 year)
Wells Fargo Bank, Na
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Cody, WY
Copperline Wealth Management & Planning
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 65
Cody, WY
Integrated Wealth Concepts LLC
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