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RIA / WealthAdvisor41 years in industry

BRENT ALLEN MCCUNE

Advisor at WEALTHPLAN INVESTMENT MANAGEMENT LLC

Overland Park, KS | OMAHA, NE

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Search this name across graphsid dfx:ria:6bd4ba20-4697-51f4-1aaf-d4aa82b0f4fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 15, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHPLAN INVESTMENT MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 20, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 20, 1985
First registration: May 15, 2001
Dual registered: no
IAPD individual key: 1342845

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHPLAN INVESTMENT MANAGEMENT LLC	Independent wealth	May 1, 2025	n/a	yes	OMAHA, NE\|Overland Park, KS	Current employment
WEALTHPLAN PARTNERS	Independent wealth	Jan 16, 2020	Jun 17, 2025	no	Overland Park, KS\|OMAHA, NE	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	May 25, 2016	Jul 10, 2020	no	Overland Park, KS	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Nov 15, 2016	no	OVERLAND PARK, KS	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Mar 26, 2008	Sep 8, 2009	no	OVERLAND PARK, KS\|WEST PALM BEACH, FL\|OVERLAND PARK, KS	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	May 15, 2001	Mar 24, 2008	no	HOUSTON, TX\|OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHPLAN PARTNERS	WEALTHPLAN INVESTMENT MANAGEMENT LLC	Jun 17, 2025	May 1, 2025	-47	Firm change after gap	RIA to RIA
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Jan 16, 2020	-176	Bulk transfer	RIA to RIA
LPL FINANCIAL LLC	WEALTHPLAN PARTNERS	Nov 15, 2016	May 25, 2016	-174	Firm change after gap	Other
MUTUAL SERVICE CORPORATION	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Bulk transfer	Other
AMERICAN GENERAL SECURITIES INCORPORATED	MUTUAL SERVICE CORPORATION	Mar 24, 2008	Mar 26, 2008	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:158935:KS:2016-11-15	Nov 15, 2016	May 25, 2016	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (6)

→ WEALTHPLAN INVESTMENT MANAGEMENT LLCRegistered adviserregistration: current employment
May 1, 2025 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jan 16, 2020 to Jun 17, 2025factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
May 25, 2016 to Jul 10, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Nov 15, 2016factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Mar 26, 2008 to Sep 8, 2009factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
May 15, 2001 to Mar 24, 2008factForm ADV

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
Brent Allen Mccune left Wealthplan Partners for Wealthplan Investment Management Llc (registered 2025-05-01)
Form ADVobserved 4 days ago