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Jim Kruzan
Kaydan Wealth ManagementFentonFounder, Senior Wealth Advisor
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#8
Michigan - High Net Worth
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Jim Kruzan
As the Founder and Senior Wealth Advisor of Kaydan Wealth Management, Inc., Jim developed a revolutionary way to simplify the retirement planning process. What used to be an overwhelming, series of analysis and reports is now presented to Jim's clients as an easy-to-digest, actionable, single sheet of paper called the Retirement Readiness Report. As a Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM, Jim is driven to substantially reduce the level of stress his clients contend with when it comes to their finances. Jim and his team at Kaydan Wealth Management develop c... Read More
The description above is provided by Jim.

Jim Kruzan's Awards

2023
Barron's Top 1200 Financial Advisors in America
2023
Forbes Best-In-State Wealth Advisors
2022
Barron's America's Top 1200 Financial Advisors
2022
Forbes Best-In-State Wealth Advisors
2021
CityWire RIA 50 Fastest Growing RIA's in the U.S. and State of Michigan
Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.


Contact Jim
810-593-1624
329 West Silver Lake Road, Fenton, Michigan 48430
Asset Summary
As of Jun, 2023
$0
Min Account Size For New Business
$500K-5M
Typical Size Of Households
$1-7.5M
Typical Net Worth Of Relationships
$698M
Team Assets (Custodied)
Appears On