Chad Edward Phipps

Current Employers

Employment History

• 12/2007 → 05/2019
  Waddell & Reed, Inc
  Wichita, KS
• 03/2011 → 04/2019
  Air Capital Cosmopolitan Club Of Wichita
  Wichita, KS
• 07/1995 → 10/2017
  Chad Phipps
  Emporia, KS
• 05/2019 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 05/2019 → Present
  Cwm, Llc
  Wichita, KS
• 06/2018 → Present
  Driven Wealth Strategies
  Wichita, KS

Previous Registrations

• 2008-03-13 → 2019-05-31
  Waddell & Reed
  Wichita, KS
  Salina, KS
  Edmond, OK
  Wichita, KS

Other Businesses

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: PRESIDENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: PRESIDENT 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: PRESIDENT 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: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: TREASURER NAME OF OTHER BUSINESS: MP AVIATION, LLC INVESTMENT RELATED: NO, ADDRESS: 12001 E. 13TH ST, N, WICHITA, KS, 67205, NATURE OF BUSINESS: AIRPLANE HANGAR, START DATE: 10/2021, POSITION/TITLE/RELATIONSHIP: PART OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR LEGAL PROTECTION OF PRIVATELY OWNED AIRPLANE HANGER; NAME OF OTHER BUSINESS: W T AVIATION LLC; INVESTMENT RELATED: NO; ADDRESS: 12001 N 13TH ST N, WITCHITA, KS 67206; NATURE OF BUSINESS: LLC; START DATE: 4/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER/PARTNER - HOLDING LLC FOR PRIVATELY OWNED AIRPLANE; 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
  2008-03-12

Other Names

• Chad Phipps