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Brayden Chad Zettle

Form Wealth Advisors, LLC

Lake Geneva, WI

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Current Employers
Form Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
WI RA APPROVED 2024-07-23
  • TX RA
    APPROVED
    Since 2025-11-20
  • WI RA
    APPROVED
    Since 2024-07-23

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
Adams Power Elkhorn WI 06/2021 09/2021
Pizza Hut Monroe WI 06/2020 09/2020
Colony Brands Monroe WI 06/2019 09/2019
Colony Brands Monroe WI 06/2018 09/2018
Klondike Cheese Company Monroe WI 06/2017 08/2017
Monroe High School Monroe WI 09/2014 06/2018
University Of Wisconsin-Whitewater Whitewater WI 09/2018 05/2019
University Of Wisconsin-Whitewater Whitewater WI 09/2019 05/2020
University Of Wisconsin-Whitewater Whitewater WI 09/2020 05/2021
Raymond James Financial Services, Inc Lake Geneva WI 09/2021 12/2021
Raymond James Financial Services, Inc Lake Geneva WI 12/2021 09/2024
Form Wealth Advisors Lake Geneva WI 09/2021 07/2024
Raymond James Financial Services Advisors, Inc Lake Geneva WI 04/2022 09/2024
Form Wealth Advisors, Llc Lake Geneva WI 07/2024 Present
  • 06/2021 → 09/2021
    Adams Power
    Elkhorn, WI
  • 06/2020 → 09/2020
    Pizza Hut
    Monroe, WI
  • 06/2019 → 09/2019
    Colony Brands
    Monroe, WI
  • 06/2018 → 09/2018
    Colony Brands
    Monroe, WI
  • 06/2017 → 08/2017
    Klondike Cheese Company
    Monroe, WI
  • 09/2014 → 06/2018
    Monroe High School
    Monroe, WI
  • 09/2018 → 05/2019
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 09/2019 → 05/2020
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 09/2020 → 05/2021
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 09/2021 → 12/2021
    Raymond James Financial Services, Inc
    Lake Geneva, WI
  • 12/2021 → 09/2024
    Raymond James Financial Services, Inc
    Lake Geneva, WI
  • 09/2021 → 07/2024
    Form Wealth Advisors
    Lake Geneva, WI
  • 04/2022 → 09/2024
    Lake Geneva, WI
  • 07/2024 → Present
    Lake Geneva, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-25
Designations
Other Names
  • Brayden Zettle

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