Client Centered

 FORM Wealth Advisors is an independent wealth management practice founded in 2001 by childhood friends Tyson Ray and Luke Kuchenberg.

 We are a well-credentialed group of financial professionals, and members of our team have been formally recognized for their expertise by both Forbes and Barron’s.

Client Centered

 We seek to create or develop, with discipline, the state of being content.

 By teaching, coaching and advocating, our mission is to make a positive impact on our clients, our team and our community.

Client Centered

 We are here to help you do what you cannot do on your own. That is, to help you create a better life as defined by your FORM: Family, Occupation, Recreation and Mission.

 We focus on delivering Total Relationship Investing™ as a roadmap to a better life for clients like you. This involves delivering honest wealth solutions in clear terms, so as to simplify your life while enhancing your well-being.


Our team has been recognized in our industry and our community.

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Forbes Best-In-State
Wealth Advisors for Wisconsin*

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Forbes Best-In-State
Wealth Management Teams**


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Barron’s Top 1,200
Financial Advisors***

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AdvisorHub’s 100 Advisors
to Watch under $1b****

2005-2024 Chairman’s Council Advisor*****

Tyson Ray was named to the 2018, 2019, 2020, 2021, 2022, and 2023 edition of the Forbes Best-In-State Wealth Advisors.

*The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

**The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Tyson Ray was named to the 2021, 2022, and 2023 edition of the Barron's Top 1,200 Financial Advisors List. 

***Barron’s “Top 1,200 Financial Advisors,” March 2023. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022, and was released on 03/10/2023. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Tyson Ray was named to the 2023 AdvisorHub 100 Advisors to Watch under $1b list.

****The 2023 AdvisorHub 100 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

***** Tyson Ray, 2005-2024. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.

Available Exclusively at FORM Wealth Advisors


A Total Relationship for Life

This is our proprietary comprehensive process designed to help you achieve your goals throughout your lifetime and through future generations.

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“We’ve been managing wealth for nearly 25 years, but it didn’t take long for us to realize that the best way to make a positive impact on our clients’ lives is to focus on helping them define and achieve the ultimate purpose of their wealth.”

Tyson Ray  CFP®, CExP®CIMA®
FORM | Founding Partner
Senior Wealth Advisor


Total Relationship Investing

TR Vest™ puts your goals, strategies and next steps into real terms. You can take comfort in the knowledge that your financial affairs are consolidated, simplified and maintained.

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