Mark Schlipman (CRD# 2948538) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 26 years of experience in the finance industry.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 1100991
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks, LLC | El Segundo, CA | Jan 2017 - Current | 7 |
Cwm, LLC | Quincy, IL | Nov 2016 - Current | 7 |
Lpl Financial, LLC | Quincy, IL | Apr 2004 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1997 |
S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- IL
- KS
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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