Chad
Phipps
Cwm, LLC
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About this Advisor
Chad Phipps is a financial advisor based out of Wichita, Kansas, with 4 years of industry experience. Phipps is an employee of Cwm, LLC. The advisor has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Air Capital Cosmopolitan Club Of Wichita, Chisholm Trail Sci Chapter, Chad Phipps, Bond And Phipps Inc, Bond And Phipps Whitetail LLC, White Tail 96 Condominium, Cetera Advisor Networks, Cwm, LLC, Driven Wealth Strategies, Mp Aviation, LLC and W T Aviation LLC. Phipps maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas and Texas. Cwm, LLC is an advisory company operating out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It manages $20 billion in total assets among its 96,956 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets. Cwm, LLC offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically vary depending on which service is offered. However, fee types billed by Cwm, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Chad Phipps Work History
Chad has been registered as a financial advisor for 4 years.*
W T Aviation LLC
Mp Aviation, LLC
White Tail 96 Condominium
Cetera Advisor Networks
Cwm, LLC
Bond And Phipps Whitetail LLC
Driven Wealth Strategies
Chad Phipps
Bond And Phipps Inc
Various Insurance Carriers For W&R Insurance Agencies
Air Capital Cosmopolitan Club Of Wichita
Chisholm Trail Sci Chapter
Waddell & Reed, Inc
Chad Phipps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Phipps to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Omaha, NE
Sioux Falls, SD
Omaha, NE
Houston, TX
Omaha, NE
Vincennes, IN
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
