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Micah Vincent Shilanski

Advisor at CWM, LLC — Wasilla, AK

Updated today

Credentials

CFP®, Series 63

Experience

20 years

Location

Wasilla, AK 99654

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

647

Across 217 offices

Clients per advisor

81 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Micah Shilanski is a CFP® with 20 years of industry experience, currently associated with CWM, LLC and operating Shilanski & Associates. His prior experience includes over a decade with Summit Brokerage Services Inc. Shilanski holds leadership roles in several nonprofit and community organizations, including serving as president of the Friends of Birchwood and the Freedom Point Condo Association boards. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services, including portfolio management, financial planning, and retirement-plan solutions.

Client services

Based on CWM, LLC

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

Expertise

Based on CWM, LLC

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CWM, LLC

Founder/Business Owner Executive

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Fee options

Fixed

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)

Percentage

$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)

Project-based

up to $500 per hour for financial planning services

Location

See office

Wasilla, AK

3706 E Meridian Loop

Wasilla AK 99654

Advisors at this office

4

Most active in

Alaska · Texas

Work history

20 years of industry experience

Shilanski & Associates

2025 - Present • 1 year

Anchorage, AK

CWM, LLC

2025 - Present • 1 year

Omaha, NE

SUmmit Brokerage Services Inc

2005 - 2018 • 13 years

Anchorage, AK

Shilanski & Associates

2000 - Present • 26 years

Anchorage, AK

Shilanski & Associates

2000 - 2025 • 25 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 65, Series 63

Wasilla, AK

HonorPoint Financial

Matthew Gorrell is an advisor at HonorPoint Financial in Wasilla, Alaska. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at H&R Block, the Wounded Warrior Project, and Mayo Clinic. He also owned and operated a skin care studio. HonorPoint Financial is an independent, virtual-first investment adviser serving individuals and families, including working households, veterans, and small business owners. The firm follows a passive, evidence-based investment approach using low-cost index funds and ETFs, focusing on comprehensive financial planning and portfolio rebalancing.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Military & Veterans Founder/Business Owner

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 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

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 65, Series 63

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 65 and Series 63 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank. 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 entities. The firm employs an asset-allocation approach using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, and it offers 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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