Inactive

Drew Harvey Schlipman

Overland Park, KS

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Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-11-12
MO	RA	APPROVED	2025-11-12
IL	RA	APPROVED	2025-06-16

KS RA
APPROVED

Since 2025-11-12
MO RA
APPROVED

Since 2025-11-12
IL RA
APPROVED

Since 2025-06-16

Branch Locations

2265 Bagnell Dam Blvd. Suite 200, Lake Ozark, MO 65049 • United States

1890 Maine Street, Quincy, IL 62301 • United States

4400 West 109Th Street Suite 250, Overland Park, KS 66211 • United States

14600 Branch St., Omaha, NE 68154 • 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

Organization	City	State	From	To
Jimmy Johns	Quincy	IL	01/2017	10/2017
Creative Gardens	Quincy	IL	05/2021	08/2021
Carson Group	Omaha	NE	06/2023	08/2023
Carson Wealth	Omaha	NE	08/2024	06/2025
Unemployed	Quincy	IL	04/2010	01/2017
Quincy Notre Dame	Quincy	IL	10/2017	05/2020
University Of Kansas	Lawrence	KS	08/2020	05/2024
Cwm, Llc	Omaha	NE	09/2024	Present
Schlipman Wealth Advisors	Quincy	IL	06/2025	Present

01/2017 → 10/2017

Jimmy Johns

Quincy, IL
05/2021 → 08/2021

Creative Gardens

Quincy, IL
06/2023 → 08/2023

Carson Group

Omaha, NE
08/2024 → 06/2025

Carson Wealth

Omaha, NE
04/2010 → 01/2017

Unemployed

Quincy, IL
10/2017 → 05/2020

Quincy Notre Dame

Quincy, IL
08/2020 → 05/2024

University Of Kansas

Lawrence, KS
09/2024 → Present

Cwm, Llc

Omaha, NE
06/2025 → Present

Schlipman Wealth Advisors

Quincy, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-19

S65 Uniform Investment Adviser Law Examination

2024-09-19

Other Names

Drew Schlipman

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED

LPL FINANCIAL LLC

AUSDAL FINANCIAL PARTNERS, INC.

USA FINANCIAL SECURITIES LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

Other Investors

JOSEPH JOHN HARTMAN

TIMOTHY JAMES KERTZ

ROBERT CLINTON LANDRUM

KAMMERON RENEE HIBDON

Anthony Eugene Reahr

CLAYTON D BENTZEN

MARK DAVID HOUSE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAKE OZARK, MO

EDWARD JONES · LAKE OZARK, MO

LPL FINANCIAL LLC · LAKE OZARK, MO

AUSDAL FINANCIAL PARTNERS, INC. · OSAGE BEACH, MO

USA FINANCIAL SECURITIES LLC · Osage Beach, MO

CORNERSTONE WEALTH MANAGEMENT, LLC · Osage Beach, MO

STATE FARM INVESTMENT MANAGEMENT CORP. · Gravois Mills, MO

EDWARD JONES · ELDON, MO

More in Lake Ozark, MO

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