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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 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
3706 E Meridian Loop, Wasilla, AK 99654 • United States
3 disclosure categories 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, Inc. | Anchorage | AK | 07/1983 | Present |
| Summit Brokerage Services, Inc. | Anchorage | AK | 06/2001 | 10/2018 |
| Shilanski & Associates, Inc | Anchorage | AK | 07/1983 | 09/2025 |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
| Shilanski & Associates, Inc | Anchorage | AK | 09/2025 | Present |
(1) INSURANCE; SINCE 01/01/1980; SAME AS BRANCH ADDRESS; FIXED AND VARIABLE THRU VARIOUS CARRIERS; Long Term Care, DI, Travel Ins. Health Ins. Universal Life, Term, Life; 2-5 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (2) FISHING GROUP; SINCE 01/01/1995; ORGANIZER; SAME AS BRANCH ADDRESS; Organize Fishing groups for Alaska fishing trips; 2 HOURS SPENT ON ACTIVITY PER MONTH; 0 DURING TRADING HOURS (3) NORTH SHORE MARINA; SINCE 04/26/2013; 3410 SO PENNSULIA DR, BIG LAKE, AK, 99652; OWNER; Rent out Boat Slips; 10 HOURS SPENT ON ACTIVITY PER MONTH, 0 TO 5 HOURS SPENT ON ACTIVITY DURING TRADING HOURS (4) SHILANSKI RENTALS; SINCE 01/01/2000; PO BOX 520508, BIG LAKE, AK, 996652; MANAGER; MANAGE RENTALS; 3-5 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (5) EDUCATION SEMINARS OF AK; SINCE 01/01/1985; SAME AS BRANCH ADDRESS; OWNER/SPEAKER; 5-10 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (6) BARKERSKI LLC; SINCE 01/01/2007; SAME AS BRANCH ADDRESS; OWNER/PILOT; CO-OWNER OF PLANE; 10+ HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (7) MOTIVATIONAL COACHING; SINCE 01/01/1985; SAME AS BRANCH ADDRESS; SPEAKER;Coach for people in the financial field.; 5-10 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (8) SHILANSKI FAMILY LLC; SINCE 01/01/1995; SAME AS BRANCH ADDRESS; MEMBER; ACCESS TO BANK ACCOUNTS; 2-5 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (9) RARE COINS OF NH; SINCE 07/01/2016; SAME AS BRANCH ADDRESS; ADVISOR; RECOMMENDING OF RARE COINS; RARE COIN SALES; COMMISSION; LESS THAN 1 HOUR/MONTH, 0 HOURS DURING TRADING (10) TOUR CONDUCTOR; NOT INVESTMENT RELATED; 3410 S PENINSULA DR, BIG LAKE, AK 99652; STARTED 10/31/2017; APX 10 HOURS/MONTH, NONE DURING TRADING; ORGANIZE TRIPS (11) SHILANSKI/LINDEEN PLANE HANGAR; NOT INVESTMENT RELATED; BIG LAKE AIRPORT, BIG LAKE, AK 99652; AIRPLANE HANGAR - RENTAL; OWNER; STARTED 6/1/2017; APX 2 HOURS/MONTH, NONE DURING TRADING; PART OWNER, RENT OUT SPACE FOR OTHERS TO PARK PLANES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-30 |
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