BM
Brent A. Mccune
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 1342845
BM
Professional summary
Brent Allen Mccune is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Overland Park, Kansas.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Brent has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. INSURANCE SALES POSITION: Sales NATURE: Insurance Sales to current investment and advisory clients and prospects. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/11/2001 ADDRESS: 9001 West 110th Street, Suite 280, OVERLAND PARK KS 66210 DESCRIPTION: Life insurance sales to current and prospect clients. 2. OLATHE CHAMBER OF COMMERCE POSITION: Volunteer NATURE: Olathe Chamber of Commerce INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2013 ADDRESS: 18001 @ 106th St, Olathe KS 66061 DESCRIPTION: I'm a volunteer on the Olathe Economic Development Committee 3. ULLOM REV LIV TRUST POA POSITION: Manage the finances NATURE: POA of a relative INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 10890 S Hastings St, Olathe KS 66061, United States DESCRIPTION: I am the POA for my uncle, Mr. Ira L. Ullom. Iam responsible for paying all billshis personal bills and all farming expenses in Western Kansas. He currently lives in a long term care facility in Wichita, KS. 11/13/18 He recently passed away in Wichita. 4. BAM RESOURCES, LLC HOUSE RENTAL POSITION: Manager NATURE: As of May 2019 I/BAM Resourcesno longer own or manages investment property of any kind. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2005 ADDRESS: 10890 S Hastings St, Olathe KS 66061, United States DESCRIPTION: As of May 2019 I do not own or manage any real estate investment properties. 5. BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY POSITION: ex offico Board Member NATURE: I'm serve as an Advisory Board Member of the Boys and Girls Clubs of Kansas City.This OBA was reported earlier and with our previous BD. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 4001 Blue Parkway, Suite 102, Kansas City MO 64130, United States DESCRIPTION: I assist with carrying out the mission and work of the stated goals of our local club. 6. WEALTH PLAN PARTNERS POSITION: Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/28/2016 ADDRESS: 101 S. 108th Ave, Second Floor, Omaha NE 68154, United States DESCRIPTION: I will provide investment advice to my clients. 7. COBLE MCCUNE WEALTH MGMT POSITION: President NATURE: COBLE MCCUNE Wealth Mgmt, this is our DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 07/11/2001 ADDRESS: 9001 West 110th Street, Suite 280, OVERLAND PARK KS 66210, United States DESCRIPTION: I provided financial planning advice. 8. NOTARY POSITION: Notary NATURE: I applied and obtained my notary appointment. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2016 ADDRESS: 9001 West 110th Street Suite 2, Suite 280, Overland Park KS 66210, United States DESCRIPTION: I'm a notary.
CRS (Client Relationship Summary) - RIA
Click below to view Brent Allen Mccune's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2025 - Present
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Office #1: 9001 W. 110th St. Suite 280, Overland Park, KS 66210RIA
CRD#: 311364
Overland Park, KS
Past
June 14, 2024 - June 17, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Overland Park, KS
Past
January 16, 2020 - June 17, 2025
WEALTHPLAN PARTNERS
RIA
CRD#: 305026
Overland Park, KS
Past
November 10, 2016 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Overland Park, KS
Past
May 25, 2016 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
Overland Park, KS
Past
September 8, 2009 - November 15, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
OVERLAND PARK, KS
Past
September 8, 2009 - November 15, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
OVERLAND PARK, KS
Past
March 26, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
OVERLAND PARK, KS
Past
March 20, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
OVERLAND PARK, KS
Past
October 1, 2002 - March 24, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
OVERLAND PARK, KS
Past
May 15, 2001 - March 24, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
OVERLAND PARK, KS
Past
January 18, 1996 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
October 11, 1995 - December 20, 1995
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
April 17, 1995 - October 24, 1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 17, 1995 - October 24, 1995
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
February 8, 1995 - April 19, 1995
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
February 6, 1986 - January 30, 1995
N.I.S. FINANCIAL SERVICES, INC.
BD
CRD#: 5361
KANSAS CITY, MO
Past
March 15, 1985 - January 22, 1986
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC
CRD#: 311364 / SEC#: 801-120004
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(5/1/2025)
IAR
Texas(5/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC
CRD#: 311364 / SEC#: 801-120004
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
101 S 108th Ave 3rd Floor, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,957 |
| AUM (Assets Under Management) | $ 1,574,375,590 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
