We are a team that through the years has learned the importance of discipline, persistence, and a healthy dose of patience. And we’ve learned how to make each other better. We are humbled daily at the important role our clients allow us to serve in their lives.
- Luke Kuchenberg, CFP®
Senior Client Associate – Middleton
FORM | Partner, Wealth Advisor – Middleton
Senior Client Advisor
Senior Wealth Advisor
Marketing & Concierge Manager
Founding Partner FORM Wealth, Senior Wealth Advsior RJFS
FORM | Founding Partner, Senior Wealth Advisor
FORM | CEO, Founding Partner, Senior Wealth Advisor
CEO, Founding Partner FORM Wealth, Senior Wealth Advisor RJFS
2020-2018 Forbes Best-In-State Wealth Advisors
Tyson Ray, CFP® and co-founder of FORM Wealth Advisors, has been named to Forbes 2020 list of Best-In-State Wealth Advisors. An important award has been bestowed upon Lake Geneva-based FORM Wealth Advisors, co-founded by Tyson Ray and Luke Kuchenberg, CFP® with the inclusion of Tyson Ray on the Forbes 2020 list of Best-In-State Wealth Advisors. This is the third year in a row that Tyson has been named to the Best-In-State list. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 32,000 advisors nominated by their firms, just over 4,000 received the award, 63 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 the 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.
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
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.
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.
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.
(October 16, 2017) - Tyson J Ray, Founding Partner and CERTIFIED FINANCIAL PLANNER™ of FORM Wealth, 431 Geneva National Ave S, Lake Geneva, was recently named a member of the 2018 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, which is a privilege limited to a select few. 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, which is a privilege limited to a select few. Membership is based on prior fiscal year production and re-qualification is required annually.
$8,687,229 IN GIVING
We at FORM Wealth Advisors proudly measure the way we make the world a better place together. through the years, we have had the honor of helping our clients disburse $8,687,229 million in legacy bequests towards many different charitable organizations like:
February 1, 2016
Recently millions of American’s were dreaming. The Powerball lottery hit a record 1.5 billion dollar jackpot. Everyone who bought a ticket allowed
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Tyson Ray and Luke Kuchenberg and not necessarily those of Raymond James, and areas of this date and subject to change without notice. There is no guarantee these trends will continue. Past performance may not be indicative of future results. You should discuss any tax or legal matters with the appropriate professional. Neither Raymond James nor the advisor have paid a fee in exchange for any awards and is not an endorsement. Raymond James is not affiliated with and does not endorse Forbes, Shook Research, LLC, Cerulli Associates, Invest In Others Charitable Foundation, Rep Magazine, or the Community Organizations listed.