Floyd Shilanski is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 42 years of industry experience. Floyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2004Regulatory
February 1998Regulatory
October 1997Regulatory
April 1997Employment Separation After Allegations
March 1997Regulatory
December 1981Other Business ActivitiesSells Insurance
Floyd is involved in several outside business activities, including insurance sales since 1980, organizing fishing groups, owning a marina and rental properties, conducting education seminars, co-owning a plane, motivational coaching, rare coin sales, and organizing tours. His insurance sales and other activities take a few hours per week.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Summit Brokerage Services, INC.Broker
Washington Square Securities, INC.Broker
Sun Investment Services CompanyBroker
Shilanski & Associates, INC.
Titan/value Equities Group, INC.Broker
Value Equities CorporationBroker
Sentra Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.