James
Kruzan
Kaydan Wealth Management, Inc
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About this Advisor
James Kruzan is a financial advisor based in Fenton, Michigan, working with Kaydan Wealth Management, Inc. James has previously held positions at Raymond James Financial Services, Inc, Kaydan Wealth Management, Asset & Risk Management, Inc, and Raymond James Financial Services Advisors, Inc. James has passed the Series 63 regulatory exam and is registered to provide services in Michigan and Texas. Currently, James is part of Kaydan Wealth Management, Inc, which operates out of Fenton, Michigan. The firm has 1 office and 17 employees. The firm manages assets totaling $625.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Kaydan Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kaydan Wealth Management, Inc Brokerage Details
$625,642,972
17
1,064
$588,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Kruzan Work History
Raymond James Financial Services Advisors, Inc
Kaydan Wealth Management
Asset & Risk Management, Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of James Kruzan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kaydan Wealth Management, Inc
Fenton, MI
Fenton, MI
Fenton, MI
Fenton, MI
Fenton, MI
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