Unclaimed
Randall Coble is a financial advisor with over 30 years of experience in the financial services industry. Randall has been with Wealthplan Partners since 2020 and is also a registered representative with Securities America. Previously Randall worked with LPL Financial LLC. Randall specializes in financial planning, pension consulting, and portfolio management. He provides advisory services for individuals, families, and businesses. Randall is committed to providing clients with personalized financial advice and guidance.
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
NE
01/08/2020 - Present
Wealthplan Partners (OMAHA NE)
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
06/06/1994 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
WI
05/12/1992 - 10/18/1993
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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