Karsten Gabriel Bond

Current Employers

Employment History

• 03/2007 → 05/2019
  Waddell & Reed Inc
  Wichita, KS
• 05/2019 → 02/2024
  Cetera Advisor Networks
  El Segundo, CA
• 05/2019 → Present
  Cwm, Llc
  Wichita, KS
• 06/2018 → Present
  Driven Wealth Strategies
  Wichita, KS

Previous Registrations

• 2007-05-07 → 2019-06-03
  Waddell & Reed
  Wichita, KS
  Salina, KS
  Edmond, OK
  Wichita, KS

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE NAME OF OTHER BUSINESS: BOND & PHIPPS WHITTAIL, LLC INVESTMENT RELATED: NO ADDRESS: 2510 N CHELMSFORD CT WICHITA KS 67228 NATURE OF BUSINESS: LLC TO HOLD PROPERTY START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: TREASURER NAME OF OTHER BUSINESS: BOND & PHIPPS INC. INVESTMENT RELATED: YES ADDRESS: 2510 N CHELMSFORD CT WICHITA KS 67228 NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER / TREASURER NAME OF OTHER BUSINESS: WHITE TAIL 96 CONDOMINIUM INVESTMENT RELATED: NO ADDRESS: 2510 N CHELMSFORD CT WICHITA KS 67228 NATURE OF BUSINESS: PROPERTY START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PRESIDENT NAME OF OTHER BUSINESS: DRIVEN WEALTH STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVCIES START DATE: 06/2018 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER / DBA FOR SECURITIES BUSINESS; NAME OF OTHER BUSINESS: THE EXECUTIVE AT WHITE TAIL OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOA; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS; NAME OF OTHER BUSINESS: BAUMAN TAX LLC DBA DRIVEN TAX STRATEGIES; INVESTMENT RELATED: NO ; ADDRESS: 3636 N. RIDGE ROAD SUITE 200 WICHITA, KS 67205; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 2.5, APX NUMBER OF HOURS DURING TRADING HOURS: 1.5; BRIEF DESCRIPTION OF DUTIES: TAX ADVICE AND PREPARATION SERVICES; NAME OF OTHER BUSINESS: DRIVEN TAX MANAGEMENT LLC; INVESTMENT RELATED: NO ; ADDRESS: 3636 N. RIDGE ROAD SUITE 200 WICHITA, KS 67205; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 2.5, APX NUMBER OF HOURS DURING TRADING HOURS: 1.5; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY, MANAGING PARTNER;

Exams

• S66 Uniform Combined State Law Examination
  2007-05-04

Other Names

• Karsten Bond