September 23, 2022
FOR IMMEDIATE RELEASE
(LAKE GENEVA, WI.) - Tyson J. Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner at FORM Wealth Advisors, located at 431 Geneva National Ave S, Lake Geneva, was recently named to AdvisorHub’s 2022 Advisor to Watch List under $1B. AdvisorHub aims to be the financial advisors' advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies.
Ray, who joined Raymond James in 2014, has more than 20 years of experience in the financial services industry. He, along with Luke Kuchenberg, CFP®, CPWA® founded FORM Wealth Advisors so they could offer their clients high quality, personalized financial services. Their passion is to help build, manage, and preserve the wealth of their clients by building a Total Relationship. As a coach, teacher and advocate, they are focused on helping their clients live better lives. Through predictive planning and proprietary strategies, they seek to free clients from day-to-day investment decisions. FORM’s proactive care approach is a highly personalized, relationship-based, team effort.
The 2022 AdvisorHub 50 Advisors to Watch under $1b ranking is as of 6/23/2022 and 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. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 418 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. 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.
FORM Wealth Advisors is independent of Raymond James Financial Services and is not a registered broker/dealer. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. For more information on FORM Wealth Advisors, go to (http://www.formwealth.com) or call 262.686.3005