DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• A•••• M•••••

W••••••••• I••••••••• M••••••••• L••independent RIAOverland Park, Ks IA-onlyIAPD 1342845

Feed of 09/14/2026

At current firm

1 y

since May 1, 2025

In the industry

41 y

since Mar 20, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedwealthplangroup.comfirm site, Sep 15, 2026
Professional profile: wealthplangroup.com/team/brent-mccunereportedwealthplangroup.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

W••••••••• I••••••••• M••••••••• L•• independent RIA current
since May 1, 2025 · Omaha, Ne
W••••••••• P••••••• independent RIA
Jan 16, 2020 to Jun 17, 2025 · Overland Park, Ks
W••••••••• P••••••• former
May 25, 2016 to Jul 10, 2020 · Overland Park, Ks
L•• F•••••••• L•• BD affiliated
Sep 8, 2009 to Nov 15, 2016 · Overland Park, Ks
M••••• S•••••• C••••••••• unclassified
Mar 26, 2008 to Sep 8, 2009 · Overland Park, Ks
A••••••• G•••••• S••••••••• I••••••••• unclassified
May 15, 2001 to Mar 24, 2008 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

W••••••••• P••••••• to W••••••••• I••••••••• M••••••••• L••
left Jun 17, 2025, registered May 1, 2025 (-47 days) · RIA to RIA
W••••••••• P••••••• to W••••••••• P•••••••
left Jul 10, 2020, registered Jan 16, 2020 (-176 days) · corporate re-registration, not a move
L•• F•••••••• L•• to W••••••••• P•••••••
left Nov 15, 2016, registered May 25, 2016 (-174 days) · Other · moved with a team
M••••• S•••••• C••••••••• to L•• F•••••••• L••
left Sep 8, 2009, registered Sep 8, 2009 (0 days) · corporate re-registration, not a move
A••••••• G•••••• S••••••••• I••••••••• to M••••• S•••••• C•••••••••
left Mar 24, 2008, registered Mar 26, 2008 (2 days) · Other

Signals

B•••• A•••• M••••• left W••••••••• P••••••• for W••••••••• I••••••••• M••••••••• L•• (registered 2025-05-01)
Jun 17, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address