Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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
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
Active
Inactive
F
FINRA
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