Best Investors
Account
Sign in
Cwm, LLC CRD 155344
$50.6B regulatory AUM 248 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
3706 E Meridian Loop, Wasilla, AK 99654 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shilanski & Associates | Anchorage | AK | 01/2000 | 09/2025 |
| Summit Brokerage Services Inc | Anchorage | AK | 09/2005 | 09/2018 |
| Shilanski & Associates | Anchorage | AK | 01/2000 | Present |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
| Shilanski & Associates | Anchorage | AK | 09/2025 | Present |
NAME OF BUSINESS: AirShares LLC NATURE: LLC Holding Company START: 05/01/2026 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manager of LLC NAME OF BUSINESS: Friends of Birchwood NATURE: Non-profit START: 06/20/2023 POSITION: Board Member APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: President NAME OF BUSINESS: Freedom Point Condo Association NATURE: Condo association START: 11/2021 POSITION: Board Member APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: President of the board NAME OF BUSINESS: Shilanski Foundation NATURE: Charity START: 01/2019 POSITION: Director/President APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Grantor NAME OF BUSINESS: St. Therese's Camp NATURE: Summer Camp START: 06/2022 POSITION: Board Member APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversight on governance NAME OF BUSINESS: SHAW3, LLC NATURE: Real Estate START: 2025 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: SurgeTK NATURE: Tech Platform START: 2025 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Owner, content development value and creation NAME OF BUSINESS: BAW, LLC NATURE: Holding Company START: 2023 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Maintain LLC NAME OF BUSINESS: Retirement Tax Services, LLC NATURE: Tax Liability START: 2019 POSITION: Co-Owner APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: .5 DUTIES: Help create content and speak at events NAME OF BUSINESS: Barski, LLC NATURE: Aircraft START: 01/01/2008 POSITION: Co-Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Ownership NAME OF BUSINESS: The Perfect RIA NATURE: Registered Investment Firm START: 01/01/2017 POSITION: CEO APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: Maintain RIA FIXED INSURANCE NATURE: Insurance START: 07/17/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
Reach out to this advisor