Best Investors Account Sign in
Current Employers
Wealthplan Investment Management Llc

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-09
KS RA APPROVED 2025-05-16
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • KS RA
    APPROVED
    Since 2025-05-16

Branch Locations

9001 W. 110Th St. Suite 280, Overland Park, KS 66210 • United States

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Overland Park KS 09/2009 11/2016
Wealthplan Partners, Inc. Omaha NE 05/2016 Present
Securities America, Inc. Overland Park KS 11/2016 06/2024
Wealthplan Partners, Llc Omaha NE 01/2020 Present
Osaic Wealth, Inc. Overland Park KS 06/2024 Present
  • 09/2009 → 11/2016
    Overland Park, KS
  • 05/2016 → Present
    Wealthplan Partners, Inc.
    Omaha, NE
  • 11/2016 → 06/2024
    Securities America, Inc.
    Overland Park, KS
  • 01/2020 → Present
    Wealthplan Partners, Llc
    Omaha, NE
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Overland Park, KS
Previous Registrations
  • 2020-01-08 → 2025-06-16
    Overland Park, KS
    Omaha, NE
  • 2016-05-03 → 2020-07-10
    Wealthplan Partners
    Overland Park, KS
  • 2009-09-08 → 2016-11-15
    Overland Park, KS
  • 2008-03-26 → 2009-09-08
    Mutual Service Corporation
    Overland Park, KS
    West Palm Beach, FL
    Overland Park, KS
    Boston, MA
  • 2001-05-15 → 2008-03-24
    American General Securities Incorporated
    Overland Park, KS
    Overland Park, KS
Other Businesses

**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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-25
S63 Uniform Securities Agent State Law Examination 1992-05-12
  • S65 Uniform Investment Adviser Law Examination
    1999-05-25
  • S63 Uniform Securities Agent State Law Examination
    1992-05-12
Other Names
  • Randy Coble
  • Randal Coble

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor