Advisor at Form Wealth Advisors, LLC
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Jackson Burk is a financial advisor at Form Wealth Advisors, LLC in Lake Geneva, WI, holding a Series 65 designation. He has been with Form Wealth Advisors since 2025, with prior experience at First National Bank and Trust. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers discretionary portfolio management, event-based financial planning, and retirement plan consulting.
Based on Form Wealth Advisors, LLC
Based on Form Wealth Advisors, LLC
Flat fee for financial planning services: $1,000 - $4,000 for short engagements; $1,000 per week for longer engagements.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $8,000,000: 0.75% $8,000,001 - $18,000,000: 0.50% $18,000,001 - $28,000,000: 0.40% $28,000,001 - $38,000,000: 0.30% $38,000,001 - >$38,000,000: 0.20%
Fee-only: Financial Planning Services flat fees from $1,000 to $4,000 for engagements less than 4 weeks; $1,000 per week for longer engagements, negotiable.
431 Geneva National Ave S
Lake Geneva, WI 53147-4881
Wisconsin
FORM Wealth Advisors, LLC
2026 - Present (1 year)
FORM Wealth Advisors, LLC
2025 - 2026 (1 year)
First National Bank and Trust
2024 - 2025 (1 year)
Unemployed
2016 - 2024 (8 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.
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