Brent Mccune
Brent Mccune is a registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 40 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other 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
Previous Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Securities America, INC.Broker
Wealthplan Partners
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
Sunamerica Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mony Securities CORP.Broker
N.I.S. Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations2 states
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.