Carson Group has fully acquired Illinois-based Schlipman Wealth Advisors, which oversees more than $500 million in assets under management. 

Schlipman Wealth, founded in 2002, is led by managing partner and wealth advisor Mark Schlipman, and provides financial planning, investment management, retirement planning, and wealth management-related services to high-net-worth clients. 

The firm serves clients across Lake Ozark, Missouri, and Overland Park, Kansas, and has been part of Carson’s advisor network since 2014. 

As part of the transition, Schlipman Wealth will be rebranded as a Carson Wealth office, Carson said. 

The team also includes wealth advisors Cody Hildebrand, Drew Schlipman, and Gavin Higgins, as well as partner and wealth advisor Sayeed Ali. Schlipman Wealth is also supported by director of operations Jennifer Blaesing, relationship and operations Manager Krista Veith, and client service advocate Amanda Kasparie, according to Carson’s website. 

“Growth-minded firms like Mark’s choose to join Carson Group because we offer resources, scale and a collaborative environment that empowers advisors to provide the best possible client experience,” Burt White, CEO of Carson Group, said. “By becoming a wholly owned Carson Wealth office, the firm and its advisors gain access to advanced technology, deep support for both clients and team members and the opportunity to further develop talent and expand their impact across the region.” 

Mark Schlipman stated his firm’s decision to fully transition to Carson “felt like a natural progression,” and that becoming a Carson Wealth office would allow his team to gain access to resources to pursue future acquisitions and scale growth. 

Earlier this month, Carson fully acquired a Minnesota-based Carson Wealth office that oversees more than $395 million in advisory and brokerage assets. 

Omaha, NE-based Carson Group, founded in 1983, oversees more than $55 billion in assets for more than 54,000 families, according to the firm. 

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Pictured: Mark Schlipman