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.

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

Jun 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom 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

First exam

Feb 8, 2016

First registration

Feb 8, 2016

Dual registered

yes, broker-dealer

Other names

LUKE MCNEELY

IAPD individual key

6590316

• Occurred

  Sep 12, 2025
  Advisor changed firm

  Lucas Mcneely left Financial Advocates Investment Management for Copperline Wealth Management & Planning (registered 2025-06-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a257fa5-92a0-4a8a-b4da-f69ba30fc8af

First observed

Feb 8, 2016

Last observed

Sep 14, 2026 6 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.