Mark Schlipman

Accredited Investment Fiduciary®

Financial Advisor

217-228-7799

mark@schlipmanwealth.com

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:

Why I Became a Financial 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