Tyson Ray, CFP®
Founding Partner, FORM Wealth Branch Manager, RJFS
Luke Kuchenberg, CFP®
Founding Partner, FORM Wealth Branch Manager, RJFS
Judy Moser
Administrative Assistant
Rachael Nickelsen, MBA
Senior Account Executive
DeAnna Miller
Account Executive, Registered Paraplanner
2019 Forbes Best-In-State Wealth Advisors
(February 22, 2019) Tyson J Ray, Founding Partner and CFP® of FORM Wealth Advisors, 431 Geneva National Ave S, Lake Geneva, has been named to Forbes 2019 list of Best-In-State Wealth Advisors. This list spotlights over 3,000 top-performing advisors from across the country who were nominated by their firms and then researched, interviewed and assigned a ranking within their states. Out of 29,334 advisors nominated by their firms, 3,477 received the award, 61 were from the state of Wisconsin, and Tyson Ray is the only wealth advisor from Walworth, Rock and Kenosha counties to be included. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 29,334 advisors nominated by their firms, 3.477 received the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® in the U.S.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.
2020 Chairman's Council PR Tyson Ray
(LAKE GENEVA, WI.) - Tyson J. Ray, Founding Partner and Certified Financial Planner™ professional at FORM Wealth Advisors, located at 431 Geneva National Ave S, Lake Geneva, was recently named a member of the 2020 Chairman’s Council. Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors. Membership is based on prior fiscal year production and re-qualification is annually required. CFP® | CERTIFIED FINANCIAL PLANNER™ Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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®, 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 relationships that transcend money. As a coach, teacher and advocate, they are focused on helping their clients live better. 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.
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
About Raymond James Financial, Inc.
Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion*.
*As of 6/30/2019. Past performance is not indicative of future results.
Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one clients'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.
April 17, 2017
Lake, Geneva, WI – Children’s World Impact would like to thank FORM Wealth of Lake Geneva, for their organization and support of the 2017 CWI
September 1, 2016
Children’s World Impact thanks FORM Wealth for their sponsorship of the annual golf tournament held August 15, 2016, in Lake Geneva, WI. FORM
(September 25, 2015) Tyson Ray was named to the Badger High School Wall of Success in recognition of his personal achievements and for his efforts to help others. At a young age, Ray became a vice president of A.G. Edwards, the fifth largest financial firm in the U.S. In 2005, he established the FORM Wealth Management Group. Ray is also recognized for his philanthropic giving. He created the Ray Foundation which donated funds toward the adoption of inner city Chicago orphans. He funded humanitarian work in a handicapped orphanage in Turkey and raised $100,000 for the Agape House for teenage girls in Walworth. In addition, his foundation has funded medical care for 100 orphans at the House of Hope in Haiti and continued their medical care. In 2011 the Ray Foundation became Children’s World Impact, raising funds to build a school in Haiti, helping to build playgrounds and training teachers. The charity also bags meals for areas struck by famine and for the hungry in Haiti, Africa and even here in Walworth County. The “Wall of Success” program honors outstanding graduates of Badger High school, as well as Genoa City High School and Lake Geneva High School. By honoring distinguished graduates, they seek to identify and honor models of success for student to admire and emulate. The program demonstrates to students the relationship between the education they receive at Badger High School and success in life.
Tyson was named to REP. Magazine’s 2015 list of the Top 50 NextGen Independent Advisors under the age of 40 in the United States.3 This award is given annually to acknowledge the top 40 financial advisors under the age of 40 ranked by assets under management. This exceptional achievement is testament to the hard work carried out by dedicated Advisors over the past year.Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. To be eligible, advisors had to be under the age of 40 as of Jan. 1, 2015. Nominations are solicited from the top 30 IBDs by headcount, sourced from Cerulli Associates. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.
(October 9, 2014) Tyson Jon Ray, founding partner of FORM Wealth, won the 2014 Invest in Others Global Community Impact Award, one of five categories of awards presented on September 18 at the eighth annual Invest in Others Community Leadership Awards dinner in New York City. Mr. Ray earned the honor for his work with Children’s World Impact, which will receive a $20,000 donation from the Invest in Others Charitable Foundation. Hundreds of nominations for the Community Leadership Awards are received each year and reviewed by a diverse panel of leaders in the financial services industry. Nominees were evaluated based on their level of involvement in an organization, personal contributions, and the impact of their efforts. “The Invest in Others Community Leadership Awards showcases the selfless efforts of financial advisors to improve communities in the U.S. and abroad. Tyson Ray has made a lasting impact on the lives of those in need in Haiti and Ghana through Children’s World Impact,” said Megan McAuley, Executive Director of Invest in Others.Established in 2006, the Invest in Others Charitable Foundation is a registered 501(c)(3) charity founded with the mission of encouraging, recognizing, and supporting the philanthropic and volunteer activities of financial advisors in their local communities. The Invest in Others mission is achieved through a community-based approach to philanthropy that seeks to strengthen neighborhoods from within by empowering those who are committed to serving others in their professional and personal lives. As mentors, volunteers, fundraisers and leaders, financial professionals lend their unique skills and perspectives to the challenges and opportunities facing their neighbors. Invest in Others is proud to support and promote these efforts to better our world one community at a time. For more information, visit www.investinothers.org.
(September 30, 2014) WealthManagement.com and Rep. magazine has awarded Tyson Ray the 2014 Advisor with a Heart award for Sustainable Charity for his ongoing work with Children’s World Impact. Each year REP. honors 10 veteran financial advisors who exemplify the highest standards of professionalism and are active in charitable giving and mentoring. The nominations are evaluated based on the level and depth of commitment of the advisor to altruistic activities outside of his or her practice. A major factor is the advisor’s willingness to commit his time, abilities and passion to a cause—as opposed to merely writing a check. An advisor must demonstrate success in the operation of his or her practice, but that is not the basis for the award. WealthManagement.com editors and writers choose the winners; there are no spreadsheet calculations.Wealth Management.com (Registered Rep Magazine) selects men and women in the industry whose commitment to charitable causes goes beyond simply contributing funds to a worthy organization by honoring select nominees with a passion for the charitable projects that benefit the world around them. In order to be considered for this honor a nominee or a nominee's firm submitted their name to Wealth Management.com. The editors at the publication then vetted the entrants and issued a judgement based upon which industry professionals are doing the most interesting, beneficial charitable work in their communities. Approximately 100 nominations were received this year (2014), of those only 10 nominees were bestowed with this honor. This award is bestowed by an independent third party not affiliated with Raymond James.