Brent Allen Mccune

Employer firm

Wealthplan Investment Management LLC CRD 311364

$2.19B regulatory AUM 372 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 11/2016
  Lpl Financial, Llc
  Overland Park, KS
• 05/2016 → 01/2020
  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

• 2020-01-16 → 2025-06-17
  Wealthplan Partners
  Omaha, NE
  Overland Park, KS
• 2016-05-25 → 2020-07-10
  Wealthplan Partners
  Overland Park, KS
• 2009-09-08 → 2016-11-15
  Lpl Financial Llc
  Overland Park, KS
• 2008-03-26 → 2009-09-08
  Mutual Service Corporation
  Overland Park, KS
  West Palm Beach, FL
  Overland Park, KS
• 2001-05-15 → 2008-03-24
  American General Securities Incorporated
  Houston, TX
  Overland Park, KS
  Overland Park, KS

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-16
• S63 Uniform Securities Agent State Law Examination
  1985-03-20