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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

SARA MARIE SCHAUERMANN

Advisor at COPPERLINE WEALTH MANAGEMENT & PLANNING

CODY, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c107dae-9555-5a3d-d122-0281ddd404e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPPERLINE WEALTH MANAGEMENT & PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 27, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 9
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 27, 2013
First registration: Jan 6, 2015
Dual registered: yes, broker-dealer
Other names: SARA MARIE YSEBAERT|SARA YSEBAERT|SARA M YSEBAERT|SARA M SCHAUERMANN|SARA SCHAUERMANN|Sara Marie Schauermann|SARA MARIE YSEBAERT
IAPD individual key: 6170972

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPPERLINE WEALTH MANAGEMENT & PLANNING	Independent wealth	Jun 30, 2025	n/a	yes	CODY, WY	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Aug 10, 2021	Sep 12, 2025	no	OLYMPIA, WA\|Cody, WY	Previous registration
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Feb 13, 2018	Aug 6, 2021	no	Cody, WY\|Cody, WY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 6, 2015	Mar 15, 2017	no	CHEYENNE, WY\|BILLINGS, MT\|EVANSTON, WY\|GREEN RIVER, WY\|ROCK SPRINGS, WY\|WHEATLAND, WY\|CHEYENNE, WY\|LYMAN, WY\|LARAMIE, WY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	COPPERLINE WEALTH MANAGEMENT & PLANNING	Sep 12, 2025	Jun 30, 2025	-74	Firm change after gap	RIA to new firm
LEVEL FOUR ADVISORY SERVICES	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Aug 6, 2021	Aug 10, 2021	4	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	LEVEL FOUR ADVISORY SERVICES	Mar 15, 2017	Feb 13, 2018	335	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134086:151298:WY:2021-08-06	Aug 6, 2021	Aug 10, 2021	CODY, WY	Firm change

Relationships

Registered with (4)

→ COPPERLINE WEALTH MANAGEMENT & PLANNINGRegistered adviserregistration: current employment
Jun 30, 2025 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Aug 10, 2021 to Sep 12, 2025factForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 13, 2018 to Aug 6, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2015 to Mar 15, 2017factForm ADV

Dated events

Occurred
Sep 12, 2025
Advisor changed firm
Sara Marie Schauermann left Financial Advocates Investment Management for Copperline Wealth Management & Planning (registered 2025-06-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c107dae-9555-5a3d-d122-0281ddd404e4
First observed: Jan 6, 2015
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SARA MARIE SCHAUERMANN

Advisor at COPPERLINE WEALTH MANAGEMENT & PLANNING

CODY, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c107dae-9555-5a3d-d122-0281ddd404e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COPPERLINE WEALTH MANAGEMENT & PLANNING

Independent wealth

Jun 30, 2025

n/a

yes

CODY, WY

Current employment

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Former SEC adviser

Aug 10, 2021

Sep 12, 2025

OLYMPIA, WA|Cody, WY

Previous registration

LEVEL FOUR ADVISORY SERVICES

Bd affiliated wealth

Feb 13, 2018

Aug 6, 2021

Cody, WY|Cody, WY

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 6, 2015

Mar 15, 2017

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

COPPERLINE WEALTH MANAGEMENT & PLANNING

Sep 12, 2025

Jun 30, 2025

-74

Firm change after gap

RIA to new firm

LEVEL FOUR ADVISORY SERVICES

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Aug 6, 2021

Aug 10, 2021

Firm change

Ibd to RIA

WELLS FARGO ADVISORS

LEVEL FOUR ADVISORY SERVICES

Mar 15, 2017

Feb 13, 2018

335

Firm change

Wirehouse to ibd

Team

Left

Joined

From

Kind

134086:151298:WY:2021-08-06

Aug 6, 2021

Aug 10, 2021

CODY, WY

Firm change