Tyson Ray, CFP®, CExP®, CIMA®

Tyson Ray, CFP®, CExP®, CIMA®

Lake Geneva, Wisconsin, United States
3K followers 500+ connections

About

Tyson first learned about investing and the stock market during an economics class in his…

Activity

Experience

  • Raymond James Graphic
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    Lake Geneva, WI

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    431 Geneva National Ave South, Lake Geneva, WI 53147

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    Lake Geneva, WI

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Education

  • Yale School of Management Graphic
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    Activities and Societies: Graduate of UWF Honors Program

    Outstanding Young Alumnus | University of West Florida | March 2012

    Award presented to Tyson Ray for making significant contributions to his profession and displayed outstanding community service through his foundation work. Tyson Ray has developed imaginative methods and programs, displayed leadership and development of leadership in others, and has established strong professional relationships.

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Licenses & Certifications

Publications

  • The Total Relationship

    Ethos Collective

    When a crisis occurs we count on a few professionals—one of them being our financial advisor. We lean on these trusted relationships to help us navigate the storms of life. Unfortunately, around 85% of financial advisors can’t be counted on. Although well-intentioned, they don’t deliver true value. Too many still depend on outdated standards and strategies, creating collateral damage to investors and advisors.

    Tyson Ray saw this trend and created a compelling alternative. His…

    When a crisis occurs we count on a few professionals—one of them being our financial advisor. We lean on these trusted relationships to help us navigate the storms of life. Unfortunately, around 85% of financial advisors can’t be counted on. Although well-intentioned, they don’t deliver true value. Too many still depend on outdated standards and strategies, creating collateral damage to investors and advisors.

    Tyson Ray saw this trend and created a compelling alternative. His appreciation for wealth began during his youth when eviction notices hung on the family refrigerator. At that moment he decided to establish a healthy relationship with money for himself and others. The next three decades he partnered with hundreds of families, helping them travel through three financial crises to bring them to the other side—a beautiful life worth living.

    The Total Relationship explores the dynamics between clients and financial advisors. It presents a fresh perspective on the importance of a mutually beneficial partnership, challenging the prevalent performance-focused approach in the industry. By emphasizing the need for clients seeking professional advice and advisors with expert guidance, this book aims to create a meaningful relationship to show what is possible and better for the client and the advisor.

    Break the mold. Transform the relationship. Build true wealth—starting today.

    See publication
  • Your World Impact as a Financial Advisor

    Your World Impact Publications

    Your World Impact as a Financial Advisor is your blueprint to a life-changing financial advisory practice that values the hopes and dreams of you and your clients. It begins and ends with the books theme, “You Value them:” Part 1 – You Part 2 – Value Part 3 – Them In Part 1, you’ll harness the power of self-knowledge to get very clear on what’s important in life and what you most want to achieve. In Part 2, you’ll embrace the mindset and principles that will thrill your clients and blow your…

    Your World Impact as a Financial Advisor is your blueprint to a life-changing financial advisory practice that values the hopes and dreams of you and your clients. It begins and ends with the books theme, “You Value them:” Part 1 – You Part 2 – Value Part 3 – Them In Part 1, you’ll harness the power of self-knowledge to get very clear on what’s important in life and what you most want to achieve. In Part 2, you’ll embrace the mindset and principles that will thrill your clients and blow your competition out of the water. In Part 3, you’ll learn the exact daily, quarterly, and annual systems to create enormous value and peace of mind to your clients and free you from pressure and stress. Your World Impact as a Financial Advisor gives you all the tools you need to turbo-charge your own professional life and the lives of each one of your clients. Together you’ll change the world.

    See publication

Honors & Awards

  • 2005-2024 Chairman’s Council Advisor

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    Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

  • 2018-2024 Forbes Best-in-State Wealth Advisor

    Forbes

    The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance…

    The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

  • 2021-2024 Barron's Top 1,200 Financial Advisors

    Barron's

    Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment…

    Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

  • 2023 AdvisorHub 100 Advisors to Watch under $1b list

    AdvisorHub

    The 2023 AdvisorHub 100 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer…

    The 2023 AdvisorHub 100 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

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