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Randall Scott Coble

Wealthplan Partners

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About Randall Scott Coble

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.

Firm Information

Randall Coble 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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Randall Coble’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Scott Coble.
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