LeadIQ logo
Learn more at LeadIQ.com
Schlipman Financial Group logo

Schlipman Financial Group Employee Directory

Financial ServicesIllinois, United States0-1 Employees

Schlipman Financial Group, based in Quincy, Illinois, provides wealth management services aimed at helping clients pursue their financial goals. The firm emphasizes trust, transparency, and accountability in client-advisor relationships to offer a professional and personal experience. Its process is supported by an internal structure that includes a Wealth Enhancement Group, an Investment Committee, and a research team to guide holistic wealth management.

The client base consists of individuals seeking comprehensive wealth guidance within the financial services sector. The operation appears to be small, reflecting its lean staffing. In January 2026, Carson Group announced that it had fully acquired Schlipman Wealth, a development noted in industry news.

Find Schlipman Financial Group employees' phone numbers or email addresses

Schlipman Financial Group Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    2
  • Canada
    1

Schlipman Financial Group's Leadership

  • Stylized image of a person
    S. A.
    Chief Financial Officer - Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    M. S.
    Founder
    Mobile Phone

Contact profiles from Schlipman Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. S.
    Founder
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. A.
    Chief Financial Officer - Wealth Advisor
    Mobile Phone
    CanadaOntario
    Jun 08, 2026

Frequently Asked Questions

What is Schlipman Financial Group known for?

Minus sign iconPlus sign iconSchlipman Financial Group was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-217-228-****
. Explore Schlipman Financial Group's company overview page for more information.

What is Schlipman Financial Group's most common email format?

Minus sign iconPlus sign iconSchlipman Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schlipman Financial Group email formats with LeadIQ.

How many employees does Schlipman Financial Group have currently?

Minus sign iconPlus sign iconSchlipman Financial Group has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Schlipman Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Schlipman Financial Group's key employees include:

  • Chief Financial Officer - Wealth Advisor: S. A.
  • Founder: M. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.