Quincy, IL Office
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Carson Wealth
Enterprise
Firm-wide stats for Carson Wealth
About
CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).
The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.
Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.
Based on Carson Wealth
Expertise
Based on Carson Wealth
Location
1890 Maine St
Quincy IL 62301
Advisors at this office
3
Advisors at this office
Gavin H
Series 65
Quincy, IL
Carson Wealth
Gavin Higgins is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. Prior to joining Carson Wealth, he worked at Schlipman Wealth Advisors and was self-employed. He has also held teaching positions at Quincy University and local schools in Quincy, IL. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing a committee-driven investment approach and providing tailored portfolio solutions through various strategic partnerships.
Mohamed A
Series 65, Series 63
Quincy, IL
Carson Wealth
Mohamed Ali is a financial advisor with Carson Wealth and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles at LPL Financial and Cetera Wealth Services. Ali serves as chairman of the board at Blessing Hospital and is a board member of Blessing Corporate Services. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach driven by an Investment Committee and providing tailored investment solutions.
Mark S
Series 63, Series 65
Quincy, IL
Carson Wealth
Mark Schlipman is a financial advisor with Carson Wealth and holds Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Cetera Wealth Services and LPL Financial. Schlipman serves as a board member of the Church of St. Peter, advising the pastor on financial matters, and co-authors self-help books under Simple Road LLC. Carson Wealth operates as an SEC-registered enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee that uses fundamental and technical analysis to construct and monitor portfolios.
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