Drew Harvey Schlipman
Investment adviser representative at Cwm, LLC
16 yearsExperience
3 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Schlipman Wealth AdvisorsJun 2025 to now
- Cwm, LLCSep 2024 to now
- Carson WealthAug 2024 to Jun 2025
- Carson GroupJun 2023 to Aug 2023
- Creative GardensMay 2021 to Aug 2021
- University of KansasAug 2020 to May 2024
- Quincy Notre DameOct 2017 to May 2020
- Jimmy JohnsJan 2017 to Oct 2017
- UnemployedApr 2010 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, KS, MO).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7955157
- Firm CRD
- 155344