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Brent Allen McCune

Wealthplan Partners

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About Brent Allen McCune

Brent McCune is a financial advisor at Wealthplan Partners. Brent has been in the financial services industry since 1985. Brent is registered with FINRA and the state of Kansas. Brent is also a registered investment advisor. Brent provides investment advice to individuals, families, and businesses. Brent specializes in financial planning, retirement planning, college savings, and estate planning.

Firm Information

Brent McCune is currently registered with Wealthplan Partners. Wealthplan Partners is a registered investment advisor headquartered in Omaha, Nebraska. The firm manages over $1.8 billion in assets for individuals, families, trusts, businesses, and retirement plans. Wealthplan Partners provides a variety of financial planning and investment management services, including portfolio management, financial planning, retirement planning, and estate planning. The firm has a team of experienced advisors who are committed to providing clients with personalized financial advice and guidance.
Wealthplan Partners

101 SOUTH 108TH AVENUE

OMAHA, NE 68154

$1.81B

Assets Under Management

3

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent McCune’s Registration & Firm History

KS

01/16/2020 - Present

Wealthplan Partners (Overland Park KS)

KS

11/10/2016 - 06/14/2024

SECURITIES AMERICA, INC. (Overland Park KS)

KS

09/08/2009 - 11/15/2016

LPL FINANCIAL LLC (OVERLAND PARK KS)

KS

03/20/2008 - 09/08/2009

MUTUAL SERVICE CORPORATION (OVERLAND PARK KS)

KS

10/01/2002 - 03/24/2008

AMERICAN GENERAL SECURITIES INCORPORATED (OVERLAND PARK KS)

TX

01/18/1996 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

AZ

10/11/1995 - 12/20/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

IN

04/17/1995 - 10/24/1995

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

04/17/1995 - 10/24/1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

02/08/1995 - 04/19/1995

MONY SECURITIES CORP. (NEW YORK NY)

MO

02/06/1986 - 01/30/1995

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

NA

03/15/1985 - 01/22/1986

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 11/16/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brent Allen McCune. Review regulatory record here.
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