Luke Kuchenberg, Tyson Ray

FORM Wealth

Adviser/team AUM: $220,000,000

Gross annual production/TTM: $2,500,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Raymond James
Adviser(s) location

Lake Geneva, WI

Date announced March 10, 2014
Transition date January 17, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Craig A. Houck, Richard L. Schooley, Jr., Alyssa DonaldsonDecember 19, 2014
Robert D. Walsh, Travis C. Jaggers December 15, 2014
Erwin Bry, Terry Bry, Lori FugateDecember 12, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.