Unclaimed Profile

Tyson Jon Ray

FORM WEALTH ADVISORS, LLC·LAKE GENEVA, Wisconsin

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record18 years registeredFORM WEALTH ADVISORS, LLC

431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI 53147-4881CRD# 3005591Firm CRD# 326519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyson Jon Ray · LAKE GENEVA, WI

Registration

CRD #3005591 · FORM WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FORM WEALTH ADVISORS, LLC

Jun 2023 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2014 – Oct 2024

LAKE GENEVA, WI

WELLS FARGO ADVISORS, LLC

Jan 2008 – Jan 2014

JANESVILLE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · January 1, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORM WEALTH ADVISORS, LLC

CRD 326519 · SEC 801-131059

AUM

$926M

Regulatory assets under management

Employees

2,697 client accounts

Services offered by FORM WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORM WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Tyson Jon Ray offer?

Tyson Jon Ray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE GENEVA, Wisconsin for a consultation.

What are Tyson Jon Ray's credentials?

Tyson Jon Ray holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tyson Jon Ray located?

Tyson Jon Ray is based in LAKE GENEVA, Wisconsin, working with FORM WEALTH ADVISORS, LLC. Their office serves clients in the LAKE GENEVA metropolitan area and surrounding communities.

How does Tyson Jon Ray charge for services?

Tyson Jon Ray's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORM WEALTH ADVISORS, LLC?

FORM WEALTH ADVISORS, LLC has approximately 12 employees and manages $926M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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