Best Investors Account Sign in
Inactive

Clark James Mcdonald

Cwm, LLC

Wichita, KS

Wichita, KS

Claim This Profile
Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-18
KS RA APPROVED 2019-05-29
  • TX RA
    APPROVED_RES
    Since 2022-07-18
  • KS RA
    APPROVED
    Since 2019-05-29

Branch Locations

3636 N Ridge Road Suite 200, Wichita, KS 67205 • United States

12001 E 13Th North, Wichita, KS 67206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Wichita KS 12/2015 05/2019
Various Insurance Carriers For W&R Insurance Agencies Wichita KS 07/2016 05/2019
Chad Phipps Wichita KS 01/2018 05/2019
Cetera Advisor Network El Segundo CA 05/2019 02/2024
Cwm, Llc Omaha NE 02/2019 Present
Driven Wealth Strategies Wichita KS 06/2018 Present
  • 12/2015 → 05/2019
    Waddell & Reed, Inc
    Wichita, KS
  • 07/2016 → 05/2019
    Various Insurance Carriers For W&R Insurance Agencies
    Wichita, KS
  • 01/2018 → 05/2019
    Chad Phipps
    Wichita, KS
  • 05/2019 → 02/2024
    Cetera Advisor Network
    El Segundo, CA
  • 02/2019 → Present
    Omaha, NE
  • 06/2018 → Present
    Driven Wealth Strategies
    Wichita, KS
Previous Registrations
  • 2016-04-30 → 2019-06-03
    Waddell & Reed
    Wichita, KS
    Salina, KS
    Edmond, OK
    Wichita, KS
Other Businesses

NAME OF OTHER BUSINESS: BOND AND PHIPPS INC. INVESTMENT RELATED: NO ADDRESS: 2510 N CHELMSFORD COURT, WICHITA, KS 67228 NATURE OF BUSINESS: CORPORATION FORMED BY KARSTEN AND CHAD PHIPPS FOR EXPENSES START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CORPORATION FORMED BY KARSTEN AND CHAD PHIPPS FOR EXPENSES NAME OF OTHER BUSINESS: ALZHEIMER'S ASSOCIATION CENTRAL AND WESTERN KANSAS INVESTMENT RELATED: NO ADDRESS: 1820 E. DOUGLAS, WICHITA, KS 67214 NATURE OF BUSINESS: VOLUNTEER START DATE: 5/2016 POSITION/TITLE/RELATIONSHIP: VOLUNTEER ONLY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: VOLUNTEER FIXED INSURANCE NATURE: Insurance START: 01/03/2022 APPX. HRS/MONTH: 40 APPX HRS/MONTH DURING TRADING HOURS: 20 POSITION: INSURANCE AGENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-30
  • S66 Uniform Combined State Law Examination
    2016-04-30
Other Names
  • Clark J Mcdonald

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wichita, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor