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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.

  1. Schlipman Wealth AdvisorsJun 2025 to now
  2. Cwm, LLCSep 2024 to now
  3. Carson WealthAug 2024 to Jun 2025
  4. Carson GroupJun 2023 to Aug 2023
  5. Creative GardensMay 2021 to Aug 2021
  6. University of KansasAug 2020 to May 2024
  7. Quincy Notre DameOct 2017 to May 2020
  8. Jimmy JohnsJan 2017 to Oct 2017
  9. 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
Advisor's SEC record (opens in a new tab)
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