RC
Randall S. Coble
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 2232121
RC
Professional summary
Randall Scott Coble, who also goes by Randy Coble, Randal Coble, is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Overland Park, Kansas.
Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Randall has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Randy Coble | Randal Coble
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.
**COBLE MCCUNE WEALTH MANAGEMENT POSITION: Owner/Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1997 ADDRESS: 9001 W. 110th Street Suite 280, Overland Park KS 66210 DESCRIPTION: Advisor/Liscensed Agent **DE COBLE, INC POSITION: Secretary NATURE: Beautician INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 14604 Bluejacket St., Overland Park KS 66221 DESCRIPTION: Accounting **JIM KINCAID MEMORIAL FOUNDATION POSITION: Volunteer NATURE: Jim Kincaid Memorial Foundation Volunteer. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2010 ADDRESS: P.O. Box 411072, Kansas City MO 64141 DESCRIPTION: Organizing events and auction items. **MANHATTAN FIJI CHAPTER HOUSE ASSOCIATION, INC. POSITION: Board Member NATURE: Fraternity House Corporation maintenance and enhancement of the fraternity property. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2016 ADDRESS: 1919 Hunting Avenue, Manhattan KS 66502 DESCRIPTION: Volunteer - Meet 4 to 5 times per year to discuss the maintenance and repairs of the fraternity house. **ZELLMER POINT, LLC POSITION: Owner NATURE: Zellmer Point, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2013 ADDRESS: 677 Brush Creek Rd, Sunrise Beach MO 65079 DESCRIPTION: I lease my Vacation Home. **COBLE MCCUNE WEALTH MANAGEMENT POSITION: Owner/Advisor NATURE: COBLE MCCUNE Wealth Management / WealthPLAN Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2012 ADDRESS: 9001 W. 110th Street Suite 280, Overland Park KS 66210 DESCRIPTION: Registered Representative/Investment Advisor **ELBOC PROPERTIES, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 14604 Bluejacket St, Overland Park KS 66221 DESCRIPTION: Property Manager
CRS (Client Relationship Summary) - RIA
Click below to view Randall Scott Coble'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 11, 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 8, 2020 - June 16, 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 3, 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
June 6, 1994 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
May 12, 1992 - October 18, 1993
INVESTMENT CENTERS OF AMERICA, INC.
BD
CRD#: 16443
APPLETON, WI
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(5/11/2025)
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.
