Raymond James grabbed a Wells Fargo advisor-team with $2.5 million in production for its independent broker-dealer channel.

Advisors Luke Kuchenberg, CFP, AAMS, and Tyson Ray, CFP, will join Raymond James in Lake Geneva, Wis. The two advisors managed $220 million in client assets while at Wells Fargo.

“We are delighted to welcome Tyson and Luke to Raymond James,” Scott Curtis, president of Raymond James Financial Services, said in a statement. “For some advisors, becoming an independent business owner fulfills a career objective. I’m pleased they decided to partner with Raymond James and look forward to supporting their continued growth and success.”

The two advisors and their client service associates will operate as FORM Wealth, an independent firm.

Kuchenberg has worked in the financial services industry since 1998. He is a graduate of the University of West Florida. Ray has 16 years of experience in the industry and is also a graduate of the University of West Florida.

Joining the two advisors is their client service team, comprised of Sue Lenz, Rachael Nor, Judy Moser, Rachel O’Grady and Pamela Klockars.

Read more:

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access