Simplified Financial Advice.

Meet Mark


Mark Schlipman is a Financial Advisor and founded Schlipman Wealth Advisors. Schlipman Wealth Advisors have locations in Overland Park, KS, Lake Ozark, MO and Quincy, IL. Schlipman Wealth Advisors is a strategic partner with Carson Partners; which includes 135+ Partners and 350+ Advisors (as of 10/11/23).

Mark is an Accredited Investment Fiduciary Professional and a Certified Exit Planning Advisor.

Mark is a graduate of the University of Kansas and immediately continued his education at the American College and University of Phoenix, taking courses in Business Continuation, Portfolio Investment Strategies, and Financial & Estate Planning.

Mark’s charitable interests focus on St. Jude, Cancer for College, Moving Works, KU Williams Foundation, and local high school programs.

Mark and his wife, Tricia, have two wonderful adult children and a dog, Zeus. He enjoys spending time with his family and friends, swimming, boating, vacationing, and cheering on the University of Kansas Jayhawks men’s basketball team and the KC Chiefs.


Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC, or CWM, LLC.