Billy Lauderdale's Professional Contact Details

HQ
+1 262-686-3005
Location
Madison, Wisconsin

Billy Lauderdale's Current Company Details

With the goal of making people's lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a ...
With the goal of making people's lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a shared vision to launch an independent, holistic practice that could help clients not only manage their wealth, but to help their clients and their family plan to achieve their life goals. Through the past 20 years of serving our clients, the team at FORM Wealth Advisors has adopted three ways of communicating our guidance to the people we serve.As a coach, we engage clients to discuss what they want out of life in order to effectively plan for their future endeavors.As a teacher, we educate our clients about the limited resources of time, energy, and money by providing truthful information experienced perspective.As an advocate we seek to motivate clients to live the life that they desire.At FORM Wealth Advisors, we are proud to see the positive impact we have made in our clients' lives. We promise to continue to make a widespread impact that can be felt not only in the lives of our clients, but also in our beloved local and global communities.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
lifestyle
retirement
money
insurance
estate
investments
taxes
financial services

Billy Lauderdale's Work History and Education

FORM Wealth Advisors
Intern
2022 - Present
Elkhorn Area High School
Volunteer Basketball Coach
2020 - Present
Primex Family of Companies
Strategic Sales and Service Intern
2021 - 2022 • 11 months

Frequently Asked Questions about Billy Lauderdale


What company does Billy Lauderdale work for?

Billy Lauderdale works for FORM Wealth Advisors.

What is Billy Lauderdale's role at FORM Wealth Advisors?

Billy Lauderdale's role at FORM Wealth Advisors is Client Associate.

What is Billy Lauderdale's email address?

Billy Lauderdale's email address is b**@formwealth.com.

What is Billy Lauderdale's business email address?

Billy Lauderdale's business email address is b**@formwealth.com.

What is Billy Lauderdale's HQ phone number?

Billy Lauderdale's HQ phone number is +1 262-686-3005.

What industry does Billy Lauderdale work in?

Billy Lauderdale works in the Financial Services industry.

Who are Billy Lauderdale's colleagues?

Billy Lauderdale's colleagues are Chelsea Matthews, Luke Kuchenberg, Tyson Ray, Adam Kierzek and more.

Colleagues at FORM Wealth Advisors

Brand Marketing Manager, Branch Associate
CFP®, Founding Partner, FORM Wealth, LLC.
Branch Manager
Executive Assistant

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