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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| KS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-30 |
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