Tyson Ray Named to Barron’s 2023 Top 1200 Financial Advisor List

Tyson Ray Named to Barron’s 2023 Top 1200 Financial Advisor List

March 17, 2023

FORM Wealth is pleased to announce that Tyson J. Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner at FORM Wealth Advisors, was recently named to the 2023 Barron’s Top 1200 Financial Advisor list, ranking #6 in Wisconsin.  The recognition is a testament to his commitment to providing exceptional service and advice to his clients and he is honored to be included among such esteemed company. 

Ray, who joined Raymond James in 2014, has 25 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.

Source: 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. 

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.