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Mark Thomas Diehl

Advisor at True North Wealth Management LLC — Palmer, AK

Updated today

Credentials

Series 65

Experience

1 year

Location

Palmer, AK 99645

True North Wealth Management LLC logo

True North Wealth Management LLC

Independent

Total advisors

1

Clients per advisor

12 Typical

Avg AUM per client

$182,000 Low

HNW client ratio

0% Low

About

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.

Client services

Based on True North Wealth Management LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on True North Wealth Management LLC

Wealth management Tax-loss harvesting Annuities

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.40% annually

Project-based

$400 per hour

Location

Palmer, AK

1150 S Colony Way, Ste 11

Palmer AK 99645

Advisors at this office

1

Most active in

Alaska

Work history

1 year of industry experience

True North Wealth Management LLC

2025 - Present • 1 year

Palmer, AR

Diehl CPA LLC

2019 - Present • 7 years

Palmer, AR

MN Dept of Revenue

2017 - 2019 • 2 years

Saint Paul, MN

UMEMPLOYED

2016 - 2017 • 1 year

Harvey, ND

Disclosures

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

Business activities & affiliations

user avatar

Floyd S

Series 63, Series 65

Wasilla, AK

Carson Wealth

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.

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

Micah S

CFP®, Series 63

Wasilla, AK

Carson Wealth

Micah Shilanski is a CFP® with 21 years of industry experience, currently serving as an advisor at Carson Wealth. His prior experience includes over a decade at Summit Brokerage Services Inc and managing Shilanski & Associates for 25 years. He holds leadership roles in several nonprofit and community organizations, including serving as president of Friends of Birchwood and the Freedom Point Condo Association. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a suite of customized portfolio solutions.

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

Edward H

Series 63, Series 65

Wasilla, AK

Carson Wealth

Edward Hoyt is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Shilanski & Associates, Inc. from 2017 to 2025 before joining Carson Wealth. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by an Investment Committee and extensive custodial and technology relationships.

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

Jamie S

Series 66

Wasilla, AK

Carson Wealth

Jamie Shilanski is a financial advisor at Carson Wealth with 13 years of industry experience and holds a Series 66 designation. He has held various roles since 1998, including leadership positions at Shilanski & Associates, Inc. Outside of his advisory work, Shilanski serves as CFO of Tier 1 Veterinary Medical Center and is involved in consulting and team-building activities through Bristol Ann Wild, LLC and Retirement Tax Services, LLC. Carson Wealth is an SEC-registered enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and customized investment solutions supported by a centralized Investment Committee.

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

Series 66

Palmer, AK

Thrivent Investment Management

Justin Obrien is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016 and previously held roles at Morgan Stanley and RBC Capital Markets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and broad financial recommendations without managing assets directly as part of this service.

Business ownership considerations
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Drewcilla H

Series 66

Palmer, AK

Edward Jones

Drewcilla Holifield is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 license and has previously worked with the Turning Leaf Literacy Center and the Matanuska-Susitna Borough School District. Holifield serves as president of the Mat-Su Concert Band, where she attends board meetings, manages event advertising, engages in public speaking, and acts as a public liaison; she is also a semi-professional musician affiliated with Valley Performing Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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