We're proud of the work we do, the difference we make in the lives of our clients, and the impact we make in the community - locally and globally.

— Tyson Jon Ray

InFORMation

Awards

2017 Raymond James Chairman's Council
2016 Raymond James Chairman’s Council
2015 Badger High School Wall of Success
2014 Top 40 under 40 Independent Financial Advisors in the US
2014 Invest In Others Charitable Foundation - Global Community Impact Award
2014 Wealth Advisors with a Heart
2012 Milwaukee’s Premier Wealth Advisors
2009 & 2010 BARRON’s Top Advisors in United States
Disclosures

Newsletters

We invite you to review our quarterly archived newsletters – For Informational purposes only. Not to be used as a basis for investment decisions.

Recent News

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.

Community

FORM Wealth Management Group strives to make a difference in the lives of people locally and globally. We believe impacting the community through a variety of activities will help to change the world for the better. We are proud to support the following community works in 2016:

FORM Wealth is independent of Raymond James Financial Services and is not a registered broker/dealer. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Corporate Privacy Notice