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 66
Experience Industry experience
16 years
Location
Palmer, AK 99645
Edward Jones
Institution
Tammy Bruce is a Series 66 licensed financial advisor with Edward Jones, based in Palmer, Alaska. She has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Palmer, AK S Alaska St
642 S Alaska St Suite 108
Palmer AK 99645
Advisors at this office
2
Alaska · Texas
16 years of industry experience
Edward Jones
2010 - Present • 16 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Is not active or affiliated with:
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.
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.
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.
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.
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.
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.
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.
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