Accredited Investment Fiduciary®
Mark Schlipman is Founder & CEO of Schlipman Wealth Advisors. Schlipman Wealth Advisors is a strategic partner with Carson Institutional Alliance, whose advisors service nearly $6 billion in assets under advisement, which includes assets under management* for families, endowments, trusts and foundations.
Mark is a graduate of the University of Kansas and has 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 professional affiliations and memberships include past President of the West Central Illinois Association of Insurance and Financial Advisors. As an adjunct faculty member of John Wood Community College, Mark teaches a course in financial planning, strategic investment strategies and Social Security retirement options. Mark holds the Series 7, 26, 63, and 6 through Cetera Advisor Network.
Mark is featured on AM 930 Radio Monday’s at 8am for the “Mary & Mark Show”. Mark is a past board member of the Quincy Noon Kiwanis, past President of the Quincy Museum, a past board member of the American Red Cross and a current board member of The Advocacy Network for Children / CASA.
Mark’s charitable interests are focused on the annual St. Jude Hospital run to Peoria. Mark was the 2012 and 2014 chair of the St. Jude run, raising over $210,000 locally to benefit St. Jude Hospital.
Mark and his wife, Tricia, reside in Quincy, IL and have two wonderful children and a dog, Bentley. He enjoys spending time with his family and friends, swimming, boating, vacationing and cheering on the University of Kansas Jayhawks men’s basketball team.
Click below to better understand Mark’s passion for being an Advisor:
Getting to know Mark
Favorite food: Pan Seared Ahi Tuna with a glass of cabernet
Favorite quote: “If you live each day as if it was your last, some day you’ll most certainly be right.”
Best piece of financial advice received: “Wide diversification is only required when investors do not understand what they are doing.”
Favorite holiday: Thanksgiving
Favorite movie: The Godfather II
Hidden talent: Architectural Design
If Mark could meet anyone, past or present, it would be: Jesus
What motivates Mark: Taking something and changing it for the better
Place Mark would most like to visit: To stay in a beach hut over the water in Tahiti
Favorite book: Biography of Steve Jobs
Something on Mark’s bucket list: A week in Napa Valley with his wife
Biggest accomplishment: Two amazing kids
*Please note that the amount of CWM, LLC¹s ³Assets under Advisement² is considerably larger than the amount of the firms regulatory ³Assets under Management.² Assets under Advisement include regulatory Assets under Management reported in CWM, LLC¹s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC¹s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC¹s Form ADV I, available at https://www.adviserinfo.sec.gov.