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Lee Ann Forshee

Cwm, LLC

Omaha, NE

Billings, MT

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2024-09-24
  • MT RA
    APPROVED
    Since 2024-09-24

Branch Locations

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

3178 Gabel Road, Ste. 1, Billings, MT 59102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Billings MT 09/2008 08/2020
True North Financial Billings MT 05/2020 12/2024
Cwm, Llc Omaha NE 09/2024 Present
Carson Wealth - True North Financial Billings MT 09/2024 02/2025
Carson Wealth - True North Financial Billings MT 02/2025 01/2026
Carson Wealth Billings MT 01/2026 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-10
  • S66 Uniform Combined State Law Examination
    2009-08-10
Designations

View on SEC IAPD

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