Best Investors Account Sign in
Inactive

Floyd Lee Shilanski

Cwm, LLC

Omaha, NE

Wasilla, AK

CRD 1128560

Claim This Profile
Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-09-24
  • AK RA
    APPROVED
    Since 2025-09-24

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

3706 E Meridian Loop, Wasilla, AK 99654 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 07/1983 → Present
    Shilanski & Associates, Inc.
    Anchorage, AK
  • 06/2001 → 10/2018
    Summit Brokerage Services, Inc.
    Anchorage, AK
  • 07/1983 → 09/2025
    Shilanski & Associates, Inc
    Anchorage, AK
  • 09/2025 → Present
    Omaha, NE
  • 09/2025 → Present
    Shilanski & Associates, Inc
    Anchorage, AK
Previous Registrations
  • 1990-01-18 → 2025-12-31
    Shilanski & Associates, Inc.
    Anchorage, AK
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-22
S63 Uniform Securities Agent State Law Examination 1998-11-30
  • S65 Uniform Investment Adviser Law Examination
    1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1998-11-30

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor