Floyd Lee Shilanski
Advisor at Carson Wealth — 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
Carson Wealth
Enterprise
Floyd Shilanski is a financial advisor with Carson Wealth based in Wasilla, AK, holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and with Summit Brokerage Services, Inc. for 17 years. Outside of his advisory role, he organizes fishing groups for Alaska trips and serves as a motivational coach for professionals in the financial field. 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 serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and tailored investment solutions through a model portfolio approach overseen by an Investment Committee.
Based on Carson Wealth
Based on Carson Wealth
Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.
$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services
Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.
Hourly fee up to $500 per hour for financial planning services depending on complexity.
Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.
Wasilla, AK
3706 E Meridian Loop
Wasilla AK 99654
Advisors at this office
4
Alaska
43 years of industry experience
CWM, LLC
2025 - Present • 1 year
Omaha, NE
Shilanski & Associates, Inc.
2025 - 2025 • 1 year
Anchorage, AK
Summit Brokerage Services, Inc.
2001 - 2018 • 17 years
Anchorage, AK
Shilanski & Associates, Inc.
1983 - 2025 • 42 years
Anchorage, AK
Shilanski & Associates, Inc.
1983 - 2025 • 42 years
Anchorage, AK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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