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Brent Allen McCune

Investment Adviser Representative at WEALTHPLAN INVESTMENT MANAGEMENT LLC

Overland Park, KSCRD #1342845Investment Adviser Rep
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Kansas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/16/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 3/20/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/14/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

WEALTHPLAN INVESTMENT MANAGEMENT LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLC
9/8/2009 – 11/15/2016OVERLAND PARK, KS
OSAIC WEALTH, INC.
6/14/2024 – 6/17/2025Overland Park, KS
LINCOLN FINANCIAL ADVISORS CORPORATION
4/17/1995 – 10/24/1995FORT WAYNE, IN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
4/17/1995 – 10/24/1995FORT WAYNE, IN
MUTUAL SERVICE CORPORATION
3/20/2008 – 9/8/2009OVERLAND PARK, KS
FIRST INVESTORS CORPORATION
3/15/1985 – 1/22/1986
MONY SECURITIES CORP.
2/8/1995 – 4/19/1995NEW YORK, NY
N.I.S. FINANCIAL SERVICES, INC.
2/6/1986 – 1/30/1995KANSAS CITY, MO
SECURITIES AMERICA, INC.
11/10/2016 – 6/14/2024Overland Park, KS
SUNAMERICA SECURITIES, INC.
10/11/1995 – 12/20/1995PHOENIX, AZ
AMERICAN GENERAL SECURITIES INCORPORATED
10/1/2002 – 3/24/2008OVERLAND PARK, KS
FRANKLIN FINANCIAL SERVICES CORPORATION
1/18/1996 – 10/1/2002HOUSTON, TX

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brent Allen McCune has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.