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Brent Mccune

Wealthplan Investment Management LLC
41 Years of Experience
Overland Park, KS
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Brent Mccune is a registered investment advisor at Wealthplan Investment Management LLC, based in Overland Park, KS, with 41 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 2,145 clients with $2.2B in assets under management.

Wealthplan Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,145 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9001 W. 110th St. Suite 280, Overland Park, KS, 66210

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brent sells life insurance to current and prospective clients, dedicating minimal time to this activity. He also provides financial planning advice through Coble McCune Wealth Management, taking up more than full-time hours, and investment advice through Wealth Plan Partners, dedicating about a quarter of his time.

Employment History
Current Registrations
Wealthplan Investment Management LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - June 2025 · 1 yr
Wealthplan Partners
January 2020 - June 2025 · 5 yrs 5 mos
Securities America, INC.Broker
November 2016 - June 2024 · 7 yrs 7 mos
Wealthplan Partners
May 2016 - July 2020 · 4 yrs 2 mos
LPL Financial LLCBroker
September 2009 - November 2016 · 7 yrs 2 mos
LPL Financial LLC
September 2009 - November 2016 · 7 yrs 2 mos
Mutual Service Corporation
March 2008 - September 2009 · 1 yr 6 mos
Mutual Service CorporationBroker
March 2008 - September 2009 · 1 yr 6 mos
American General Securities IncorporatedBroker
October 2002 - March 2008 · 5 yrs 5 mos
American General Securities Incorporated
May 2001 - March 2008 · 6 yrs 10 mos
Franklin Financial Services CorporationBroker
January 1996 - October 2002 · 6 yrs 9 mos
Sunamerica Securities, INC.Broker
October 1995 - December 1995 · 2 mos
Lincoln Financial Advisors CorporationBroker
April 1995 - October 1995 · 6 mos
The Lincoln National Life Insurance CompanyBroker
April 1995 - October 1995 · 6 mos
Mony Securities CORP.Broker
February 1995 - April 1995 · 2 mos
N.I.S. Financial Services, INC.Broker
February 1986 - January 1995 · 8 yrs 11 mos
First Investors CorporationBroker
March 1985 - January 1986 · 10 mos
State Registrations2 states
KSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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