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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| KS | RA | APPROVED | 2025-05-01 |
Branch Locations
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
9001 W. 110Th St. Suite 280, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Overland Park | KS | 09/2009 | 11/2016 |
| Wealthplan Partners, Inc. | Omaha | NE | 05/2016 | 01/2020 |
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-20 |
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