Stephanie Leigh Forinash

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 11/2021
  Ameriprise Financial Services, Inc.
  West Des Moines, IA
• 11/2021 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 11/2021 → Present
  Cwm, Llc
  West Des Moines, IA
• 11/2021 → 02/2025
  Carson Wealth
  West Des Moines, IA
• 02/2025 → Present
  Cwm, Llc
  West Des Moines, IA

Previous Registrations

• 2014-03-15 → 2021-11-05
  Ameriprise Financial Services, Llc
  West Des Moines, IA
  Mason City, IA
  Ames, IA
  Johnston, IA

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 11/10/2021 APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S66 Uniform Combined State Law Examination
  2014-03-15

Other Names

• Stephanie Leigh Furrow
• Steph Forinash
• Stephanie L Forinash