Lee Ann Forshee

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

• 09/2008 → 08/2020
  Ameriprise Financial Services, Inc.
  Billings, MT
• 05/2020 → 12/2024
  True North Financial
  Billings, MT
• 09/2024 → Present
  Cwm, Llc
  Omaha, NE
• 09/2024 → 02/2025
  Carson Wealth - True North Financial
  Billings, MT
• 02/2025 → 01/2026
  Carson Wealth - True North Financial
  Billings, MT
• 01/2026 → Present
  Carson Wealth
  Billings, MT

Previous Registrations

• 2020-08-11 → 2025-01-28
  True North Financial
  Billings, MT
• 2009-08-11 → 2020-08-14
  Ameriprise Financial Services, Llc
  Billings, MT
  Billings, MT

Exams

• S66 Uniform Combined State Law Examination
  2009-08-10

Designations

• Certified Financial Planner