Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K

This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information

Office location

9001 W 110th Street, Suite 280, Overland Park, KS, 66210

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randall is an owner/agent at Coble McCune Wealth Management, where he sells insurance and works as a registered representative/investment advisor, taking nearly full-time. He also owns Zellmer Point, LLC (leasing a vacation home) and ELBOC Properties, LLC (rental property), and is involved with De Coble, Inc. (accounting), Jim Kincaid Memorial Foundation (volunteer), and Manhattan Fiji Chapter House Association, Inc. (board member).

Employment History
Current Registrations
Wealthplan Investment Management LLC
May 2025 - Present · 8 mos
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - June 2025 · 1 yr
Wealthplan Partners
January 2020 - June 2025 · 5 yrs 5 mos
Securities America, INC.Broker
November 2016 - June 2024 · 7 yrs 7 mos
Wealthplan Partners
May 2016 - July 2020 · 4 yrs 2 mos
LPL Financial LLC
September 2009 - November 2016 · 7 yrs 2 mos
LPL Financial LLC Broker
September 2009 - November 2016 · 7 yrs 2 mos
Mutual Service Corporation
March 2008 - September 2009 · 1 yr 6 mos
Mutual Service CorporationBroker
March 2008 - September 2009 · 1 yr 6 mos
American General Securities IncorporatedBroker
October 2002 - March 2008 · 5 yrs 5 mos
American General Securities Incorporated
May 2001 - March 2008 · 6 yrs 10 mos
Franklin Financial Services CorporationBroker
June 1994 - October 2002 · 8 yrs 4 mos
Investment Centers of America, INC.Broker
May 1992 - October 1993 · 1 yr 5 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.