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Drew Harvey Schlipman

Cwm, LLC

Lake Ozark, MO

Quincy, IL

Overland Park, KS

Omaha, NE

CRD 7955157

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Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

JOSEPH JOHN HARTMAN
TIMOTHY JAMES KERTZ
ROBERT CLINTON LANDRUM

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAKE OZARK, MO
EDWARD JONES · LAKE OZARK, MO
LPL FINANCIAL LLC · LAKE OZARK, MO

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