Jamie Carlene Shilanski | Financial Professional | Wasilla, Alaska

Professional summary

Jamie Carlene Shilanski is a registered financial advisor currently at CWM, LLC located in Wasilla, Alaska.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jamie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SHILANSKI&ASSOC., INC; INVESTMENT-RELATED; SAME ADDRESS AS REGISTERED BRANCH; SEC REGISTERED ORIA; FINANCIAL PLANNER; 01/01/1998; APPX 40 HRS/WEEK; APPX 40 HRS/WEEK DURING TRADING; BUSINESS OPERATIONS AND EXECUTIVE LEADERSHIP 2) NOTARY; NOT INVESTMENT-RELATED; SAME ADDRESS AS REGISTERED OFFICE; PROFESSIONAL SERVIES-NOTARY; NOTARY; 08/29/2012; APPX 15/20 MINS/MONTH; APPX 15/20 MINS/MONTH DURING TRADING; NOTARIZING CLIENT DOCUMENTS AS NEEDED 3) THE PERFECT RIA; INVESTMENT-RELATED; SAME ADDRESS AS REGISTERED OFFICE; PROFESSIONAL SERVICES-INTELLECTUAL PROPERTY ON EMPLOYEE TRAINING TECHNIQUES; CONTRACTOR; 02/01/2019; APPX 5 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; INTELLECTUAL PROPERTY ON EMPLOYEE TRAINING TECHNIQUES 4) NAME OF OTHER BUSINESS: BRISTOL ANN WILD, LLC; INVESTMENT RELATED: NO; ADDRESS: 431 W 7TH AVE, STE 100, ANCHORAGE, AK 99501; NATURE OF BUSINESS: BUSINESS CONSULTING; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 7; APX NUMBER OF HOURS DURING TRADING HOURS: 7; BRIEF DESCRIPTION OF DUTIES: COACHING AND CONSULTING AS NEEDED, BRAIN STORMING IDEAS, LOOKING FOR NEW OPPORTUNITIES IN EXISTING MARKETS; 5) NAME OF OTHER BUSINESS: RETIREMENT TAX SERVICES, LLC; INVESTMENT RELATED: NO; ADDRESS: 431 W. 7TH AVE, ANCHORAGE, AK 99501; NATURE OF BUSINESS: RETIREMENT TAX SERVICES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CONSULTANT - MARKETING ENDEAVORS & TEAM BUILDING; 6) NAME OF OTHER BUSINESS: TIER 1 VETERINARY MEDICAL CENTER; INVESTMENT RELATED: NO; ADDRESS: 6623 E BLUE LUPINE WASILLA, AK 99654; NATURE OF BUSINESS: BOARD; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: CFO; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ALLOCATING THE HOSPITAL BUDGET, WORK TO PROVIDE MEDICINE FOR CLIENTS WITH NO PET INSURANCE; 7) NAME OF OTHER BUSINESS: TIER 1 VETERINARY MEDICAL BUILDINGS; INVESTMENT RELATED: NO; ADDRESS: 6623 E BLUE LUPINE WASILLA, AK 99654; NATURE OF BUSINESS: REAL ESTATE; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENSURING CORPORATE DOCUMENTATION FOR REAL ESTATE IN PLACE, MEETING MINUTES AND INSURANCE; 8) NAME OF OTHER BUSINESS: SHAW3 LLC; INVESTMENT RELATED: NO; ADDRESS: 431 W 7TH AVENUE SUITE 100 ANCHORAGE, AK 99501; NATURE OF BUSINESS: REAL ESTATE; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDINGS COMPANY;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Carlene Shilanski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2025 - Present

CWM, LLC

Office #1: 3706 E Meridian Loop, Wasilla, AK 99654

RIA

CRD#: 155344

Wasilla, AK

Past

September 20, 2019 - September 25, 2025

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

Wasilla, AK

Past

March 10, 2015 - December 31, 2025

SHILANSKI & ASSOCIATES, INC.

RIA

CRD#: 116431

ANCHORAGE, AK

Past

September 26, 2013 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD

CRD#: 34643

Wasilla, AK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(9/24/2025)

IAR

Texas
(9/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 5/2/2014

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 9/26/2013

General Securities Representative Examination

Current Firm

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

14600 Branch St., Omaha, NE 68154

Mailing Address

Phone number

(402) 330-0808

Established

Firm type

Fiscal year end

# of Employees

1,314

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM, LLC ADV PART 2A (12/23/2025)

CWM, LLC APPENDIX WRAP PROGRAM (5/8/2025)

Regulatory assets under management

Total Number of Accounts	124,944
AUM (Assets Under Management)	$ 33,775,526,748

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jamie C. Shilanski

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Carlene Shilanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

CETERA WEALTH SERVICES, LLC

SHILANSKI & ASSOCIATES, INC.

SUMMIT BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

CWM, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2013

Current Firm

CWM, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CWM, LLC

TRUST BUT VERIFY

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