Floyd Lee Shilanski
Advisor at CWM, LLC — Wasilla, AK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
43 years
Location
Wasilla, AK 99654
CWM, LLC
Enterprise
Floyd Shilanski is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and was previously with Summit Brokerage Services, Inc. from 2001 to 2018. Outside of advising, he organizes fishing groups for Alaska trips and serves as a speaker and coach in motivational and educational seminars. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an investment committee and incorporates fundamental and technical analysis along with third-party sub-advisors and customization tools.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
Wasilla, AK
3706 E Meridian Loop
Wasilla AK 99654
Advisors at this office
4
Alaska
43 years of industry experience
Shilanski & Associates, Inc.
2025 - Present • 1 year
Anchorage, AK
CWM, LLC
2025 - Present • 1 year
Omaha, NE
Summit Brokerage Services, Inc.
2001 - 2018 • 17 years
Anchorage, AK
Shilanski & Associates, Inc.
1983 - Present • 43 years
Anchorage, AK
Shilanski & Associates, Inc.
1983 - 2025 • 42 years
Anchorage, AK
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Lawyer
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Real estate agent
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Other specialized services
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