Mark Schlipman is a registered investment advisor, based in Quincy, IL, with 28 years of industry experience.
Location
1890 Maine Street, Quincy, IL, 62301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an investment advisor representative (IAR) for Carson Wealth Management Group and a financial advisor/owner/CEO of Schlipman Wealth Advisors, dedicating full-time hours to these roles. He also sells fixed insurance products, including life, disability, annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 states
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