Shannon Christy Foreman

Current Employers

Employment History

• 03/2016 → 01/2020
  Bmo Harris Financial Advisors, Inc
  Richfield, MN
• 01/2020 → Present
  Lpl Financial Llc
  Minneapolis, MN
• 01/2020 → 10/2022
  Advisors' Pride Inc.
  Minneapolis, MN
• 10/2022 → 05/2024
  Gateway Wealth Partners, Llc
  Minneapolis, MN
• 07/2024 → Present
  Forethought Planning Llc
  Minneapolis, MN
• 03/2020 → Present
  Simplicity Insurance
  Minneapolis, MN
• 05/2024 → Present
  Lpl Financial Llc
  Minneapolis, MN
• 12/2019 → Present
  Forethought Planning Llc
  Minneapolis, MN
• 05/2018 → Present
  Shannon Foreman Llc
  Minneapolis, MN
• 01/2014 → 01/2020
  Bmo Harris Financial Advisors, Inc
  Richfield, MN

Previous Registrations

• 2022-10-06 → 2024-05-30
  Gateway Wealth Partners, Llc
  Minneapolis, MN
  Appleton, WI
• 2020-01-27 → 2022-12-31
  Advisors' Pride Inc.
  Minneapolis, MN
  Appleton, WI
• 2016-03-07 → 2020-01-29
  Bmo Harris Financial Advisors, Inc.
  St. Paul, MN
  Lakeville, MN
  Superior, WI
  Ashland, WI
  Richfield, MN
  Wayzata, MN
  Minneapolis, MN

Other Businesses

1) 2/3/2020 - Advisors' Pride Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/24/2020 - 96 Hours Per Month/5 Hours During Securities Trading - Time Spent 60% - I provide investment advisory services through Advisors' Pride, Inc., an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 96 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 02/03/2020 - Registered Investment Advisor DBA - Forethought Planning - Investment Related - Minneapolis, MN 55413 - Start Date:01/24/2020 - 96 Hrs/Mth - 5 Hrs During Trading. 3) 2/23/2021 - Simplicity Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/28/2020 - 5 Hours Per Month During Securities Trading. 4) 10/18/2021 - 'Forethought Planning - Thrive For[e]ward Podcast' - Not Investment Related - At Reported Business Location(s) - Other-Podcast - Started 10/06/2021 - 4 Hours Per Month During Securities Trading - Host and owner of the Thrive For[e]ward podcast. 5) 2/8/2023 - Forethought Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/27/2020 - 160 Hours Per Month/160 Hours During Securities Trading 6) 07/12/2024 - Forethought Planning - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 80 Hours Per Month/ During Trading - I provide financial planning and consulting services through Forethought Planning, an independent investment advisor firm.  I started this business activity in 7/2024. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 7) 09/03/2024 - Forethought Holdings LLC - Not Investment Related - Other - Holding Company for LLCs - At Reported Business Location(s) - Start Date 07/01/2024 - 15 Hrs/Mth - 15 Hrs During Trading 8) 07/09/2025 -Forethought Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2024 - 80 Hrs/Mth - 80 Hrs During Trading. 9) 07/09/2025 - Shannon Foreman LLC dba Forethought Collective - Not Investment Related - Other - Other - At Reported Business Location(s) - Start Date:01/24/2020 - 40 Hrs/Mth - 5 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-06
• S63 Uniform Securities Agent State Law Examination
  2014-03-28

Other Names

• Shannon Christy Vye