People Moves

Raymond James Financial Services Welcomes FORM Wealth In Wisconsin

Eliane Chavagnon Editor - Family Wealth Report New York 11 March 2014

Raymond James Financial Services Welcomes FORM Wealth In Wisconsin

Raymond James Financial Services has appointed recruited Luke Kuchenberg and Tyson Ray – operating as FORM Wealth - in Lake Geneva, WI.

Raymond James Financial Services has appointed Luke Kuchenberg and Tyson Ray - operating as FORM Wealth - in Lake Geneva, WI.

FORM, an independent firm, joins Raymond James from Wells Fargo Advisors, where the team managed $220 million and had fees and commissions in excess of $2.5 million. FORM is an acronym for family, occupation, recreation and mission.

Kuchenberg started his financial services career in 1998 and then in 2001 joined Ray at A G Edwards, which later became Wachovia and, most recently, Wells Fargo Advisors.

Ray, co-founder of FORM and a financial planner, began his career in financial services 16 years ago after graduating from the University of West Florida with a degree in business, psychology and political science. 

RJFS is the independent broker-dealer division of Raymond James. Earlier this month, the firm recruited Paul Allen and David Schadel, who operate as Wealth Strategies Partners in Brentwood, TN.

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