Lucas D. Kuchenberg

FORM WEALTH ADVISORS | Branch Manager

Lake Geneva, WI 53147-4881

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CRD#: 3020577

Professional summary

Lucas David Kuchenberg, CFP®, CPWA®, who also goes by Lucas D Kuchenberg, Luke Kuchenberg, is a registered financial advisor currently at FORM WEALTH ADVISORS, LLC located in Lake Geneva, Wisconsin.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lucas has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Retirement Income Management

Long-term Care

Life Transitions

Business Succession Planning

Retirement Planning

Insurance Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Lucas D Kuchenberg | Luke Kuchenberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: FORM Wealth Advisors Address: 431 Geneva National Ave S, Lake Geneva, WI, 53147-4881, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Planning (2)Name of Business: FORM Wealth Advisors, LLC. Address: 431 Geneva National Ave S, Lake Geneva, WI, 53147, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/17/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Founding Partner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas David Kuchenberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-07-08

Expire date: 2023-06-30

Experience

Current

June 1, 2023 - Present

FORM WEALTH ADVISORS, LLC

Office #1: 431 Geneva National Ave S, Lake Geneva, WI 53147-4881

RIA

CRD#: 326519

Lake Geneva, WI

Past

January 17, 2014 - October 1, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LAKE GENEVA, WI

Past

January 17, 2014 - October 1, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LAKE GENEVA, WI

Past

January 1, 2008 - January 21, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LAKE GENEVA, WI

Past

January 1, 2008 - January 21, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LAKE GENEVA, WI

Past

June 28, 2001 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

ELKHORN, WI

Past

October 1, 1998 - July 16, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 1, 1998 - July 16, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORM WEALTH ADVISORS, LLC

FORM WEALTH ADVISOR | FORM WEALTH ADVISORS, LLC

CRD#: 326519 / SEC#: 801-131059

RIA

Registered Investment Advisory firm - (9/25/2024 Approved)

Wisconsin

Registered Investment Advisory firm - (9/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(6/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/2/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/2/2018

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/7/2018

General Securities Sales Supervisor - Options Module Examination

Current Firm

FORM WEALTH ADVISORS, LLC

FORM WEALTH ADVISOR | FORM WEALTH ADVISORS, LLC

CRD#: 326519 / SEC#: 801-131059

RIA

Registered Investment Advisory firm - (9/25/2024 Approved)

Wisconsin

Registered Investment Advisory firm - (9/30/2024 Terminated)

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Contact information

Main Address

431 Geneva National Ave S, Lake Geneva, WI 53147-4881

Mailing Address

Phone number

(262) 686-3005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM WEALTH ADV PART 2A 2B BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	2,617
AUM (Assets Under Management)	$ 932,320,041

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Lucas D. Kuchenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas David Kuchenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FORM WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/2/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/30/1998

Series 10

Date: 3/2/2018

Series 9

Date: 2/7/2018

Current Firm

FORM WEALTH ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORM WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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