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Current Employers
Wealthplan Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-02
KS RA APPROVED 2025-05-01
  • TX RA
    APPROVED_RES
    Since 2025-05-02
  • KS RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2009 → 11/2016
    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
    Omaha, NE
    Overland Park, KS
  • 2016-05-25 → 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
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-16
S63 Uniform Securities Agent State Law Examination 1985-03-20
  • S65 Uniform Investment Adviser Law Examination
    2000-11-16
  • S63 Uniform Securities Agent State Law Examination
    1985-03-20

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