Brent Allen Mccune

Wealthplan Investment Management LLC

40 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Wealthplan Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,572 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$5K

Location

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History (1)

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Customer Dispute

December 2002

Denied

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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 · 9 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

Exams

No exam information available for this advisor.