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Floyd Lee Shilanski

Advisor at Carson Wealth — Wasilla, AK

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Wasilla, AK 99654

Carson Wealth logo

Carson Wealth

Enterprise

Total advisors

656

Across 225 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

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.

Client services

Based on Carson Wealth

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on Carson Wealth

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

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.

Percentage

$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

Commissions

Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.

Project-based

Hourly fee up to $500 per hour for financial planning services depending on complexity.

Other

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.

Location

See office

Wasilla, AK

3706 E Meridian Loop

Wasilla AK 99654

Advisors at this office

4

Most active in

Alaska

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew G

Series 63, Series 65, ChFC®, EA

Wasilla, AK

HonorPoint Financial

I’m Matthew Gorrell, founder of HonorPoint Financial, a fee-only fiduciary financial planning firm based in Wasilla, Alaska. My approach to financial planning comes from both professional experience and real life. I’m an Army combat veteran, Accredited Financial Counselor® (AFC®), Enrolled Agent (EA), Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional® (WMCP®), and Military Qualified Financial Planner (MQFP®). Before founding HonorPoint, I spent years helping military members and veterans work through financial challenges, and my tax work has given me a close look at how financial decisions made throughout the year ultimately show up on a tax return. That combination shapes how I work with clients today. I don’t believe investments should be planned in one silo, taxes in another, and cash flow somewhere else. Good financial planning should connect all of them. HonorPoint primarily works with individuals and families, military members and veterans, small business owners, and people preparing for major financial milestones such as buying a home. Planning may include cash flow and debt strategy, tax planning, retirement and investment planning, military benefits, homeownership preparation, and the financial decisions that come with owning a business. HonorPoint is fee-only and does not earn commissions for selling financial products. Comprehensive planning is provided for a transparent flat fee rather than a percentage of the assets you have available to invest. That allows the conversation to start with what needs to happen in your financial life—not with how much money you can move into an investment account. My goal is straightforward: give clients clarity about where they stand, confidence in the decisions they are making, and a practical roadmap for what comes next.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Retirement income strategy Roth conversion strategy Military & Veterans Founder/Business Owner HENRY (High Earners, Not Rich Yet)

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Mark D

Series 65

Palmer, AK

True North Wealth Management LLC

Mark Diehl is the sole advisor at True North Wealth Management LLC in Palmer, Alaska, holding a Series 65 credential with one year of industry experience. Prior to founding True North Wealth Management, he has operated Diehl CPA LLC since 2019 and worked with the Minnesota Department of Revenue from 2017 to 2019. True North Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and periodic educational seminars. The firm employs a long-term investment approach using various analytical methods to build diversified portfolios and offers clients access to tax-management tools through its affiliation with Diehl CPA LLC.

Wealth management Tax-loss harvesting Annuities
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Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor with Greenup Wealth and holds the Series 66 designation. He has 17 years of industry experience, including positions at Charles Schwab and Arbor Capital Management. Paul joined Greenup Wealth in 2026 and is based in Wasilla, Alaska. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while incorporating tax-efficient asset location and opportunistic rebalancing for assets not held in custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Amy C

Series 63, Series 65

Wasilla, AK

Elliott Cove Capital Management

Amy Cowger is a financial advisor at Elliott Cove Capital Management with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Elliott Cove Capital Management, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory role, she serves as a power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined, index-style asset allocation approach based on the efficient-market hypothesis and offers ERISA fiduciary services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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