Mathew
Britt

Kaydan Wealth Management, Inc

CRD#5645825
Investment Advisor
in Fenton, MI

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About this Advisor

Mathew Britt is a financial advisor based out of Fenton, Michigan who has 5 years of industry experience. Britt is an employee of Kaydan Wealth Management, Inc. Their career trajectory has included roles at Asset & Risk Management, Raymond James Financial Services, Inc, Rehmann Financial, Raymond James Financial Services Advisors, Inc, Kaydan Wealth Management, Inc and Hikestyle LLC. Britt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Kaydan Wealth Management, Inc is an advisory business based in Fenton, MI. It has a total of 16 financial advisors. It oversees $608 million in total assets between its 2,260 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,260 client accounts, 16% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Kaydan Wealth Management, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules are based on the type of services provided. Fee types billed by Kaydan Wealth Management, Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

329 W. Silver Lake Rd.
Fenton, MI 48430

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Kaydan Wealth Management, Inc Brokerage Details

Total Assets Under Management

$607,582,296

MI Average: $943,424,332
Total Number of Employees

16

MI Average: 21
Total Number of Accounts

2,260

MI Average: 1,586
Average Account Size

$268,842

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Mathew Britt Work History

Mathew has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Kaydan Wealth Management, Inc

2017 - 2019 (2 years)

Hikestyle LLC

2014 - 2018 (4 years)

Asset & Risk Management

2014 - 2020 (6 years)

Raymond James Financial Services, Inc

2014 - 2020 (6 years)

Raymond James Financial Services Advisors, Inc

2014 - 2017 (3 years)

Kaydan Wealth Management, Inc

2009 - 2014 (5 years)

Rehmann Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mathew Britt 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

Sany Bilani
Fenton, MI
Darren Brennan
Fenton, MI
Dylan Stewart
Fenton, MI
Mathew Britt
Fenton, MI
Jennifer Verscheure
Fenton, MI
James Kruzan
Fenton, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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