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James Brendan Kruzan

Kaydan Wealth Management, Inc.

Fenton, MI

CRD 1094690

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Employer firm

Kaydan Wealth Management, Inc. CRD 108964

$727M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Kaydan Wealth Management, Inc.

329 W. Silver Lake Rd., Fenton, MI 48430 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-20
MI RA APPROVED 2010-09-20
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • MI RA
    APPROVED
    Since 2010-09-20

Branch Locations

329 W. Silver Lake Rd., Fenton, MI 48430 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Clarkston MI 05/1987 Present
Kaydan Wealth Management Fenton MI 08/2005 Present
Asset & Risk Management, Inc Fenton MI 08/1988 Present
Raymond James Financial Services Advisors, Inc Fenton MI 01/2009 Present
  • 05/1987 → Present
    Raymond James Financial Services, Inc.
    Clarkston, MI
  • 08/2005 → Present
    Kaydan Wealth Management
    Fenton, MI
  • 08/1988 → Present
    Asset & Risk Management, Inc
    Fenton, MI
  • 01/2009 → Present
    Fenton, MI
Previous Registrations
Other Businesses

1. I AM A LICENSED INSURANCE AGENT 2. KAYDAN WEALTH MANAGEMENT, INVESTMENT RELATED, 08/2005- PRESENT, FENTON, MI, OWNER, INDEPENDENT REGISTERED INVESTMENT ADVISOR, FINANCIAL PLANNING/CONSULTING,32 HRS.MO:4 HRS DURING TRADING 3. ASSET & RISK MANAGEMENT, INC., NON-INVESTMENT RELATED, 08/1988-PRESENT, SUPPORT COMPANY/DBA (OWNER) FENTON, MI, OWNER OF SUPPORT COMPANY, 0 HRS/WEEK, 0 HRS DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-02-23
  • S63 Uniform Securities Agent State Law Examination
    1983-02-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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