Randall Coble
Randall Coble is a registered investment advisor at Wealthplan Investment Management LLC, based in overland park, KS, with 33 years of industry experience. Randall 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
9001 W. 110th St. Suite 280, overland park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall is an owner/agent at Coble McCune Wealth Management, where he sells insurance and works as a registered representative/investment advisor, taking nearly full-time. He also owns Zellmer Point, LLC (leasing a vacation home) and ELBOC Properties, LLC (rental property), and is involved with De Coble, Inc. (accounting), Jim Kincaid Memorial Foundation (volunteer), and Manhattan Fiji Chapter House Association, Inc. (board member).
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
Investment Centers of America, INC.Broker
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.