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Lucas David Kuchenberg

Form Wealth Advisors, LLC

Lake Geneva, WI

CRD 3020577

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Employer firm

Form Wealth Advisors, LLC CRD 326519

$1.06B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Form Wealth Advisors, Llc

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-06-01
  • WI RA
    APPROVED
    Since 2023-06-01

Branch Locations

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Lake Geneva WI 01/2014 09/2024
Form Wealth Advisors, Llc Lake Geneva WI 01/2014 09/2024
Form Wealth Advisors, Llc Lake Geneva WI 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-02
  • S63 Uniform Securities Agent State Law Examination
    1999-03-02
Designations
  • Certified Financial Planner
Other Names
  • Luke Kuchenberg
  • Lucas D Kuchenberg

View on SEC IAPD

Nearby Firms

GENEVA PARTNERS, LLC
EDWARD JONES
STACKSTONE WEALTH, LLC

Nearby Investors

VALERIE ANN LAMP
SCOTT GREGORY FARROW
Dean Robert Schwefel

Nearby Offices

GENEVA PARTNERS, LLC · LAKE GENEVA, WI
EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI

More in Lake Geneva, WI

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