James B. Kruzan,  CFP<sup>&reg;</sup> - Financial Advisor

James B. Kruzan, CFP®

CRPC

Founder, Senior Wealth Advisor

Kaydan Wealth Management, Inc.

329 W Silver Lake Rd
Fenton, MI 48430

Kaydan Wealth Management, Inc.

2701 Cambridge Court, Ste. 412
Auburn Hills, MI 48326
FINANCIAL ADVISOR'S WEBSITE
(800) 638-6900
(810) 593-1624 (248) 625-2993
CONNECT WITH James
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General

James Kruzan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kaydan Wealth Management, Inc. in Fenton, MI and the surrounding communities.

Financial Advisor Overview

Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through thoughtful, unbiased advice, meaningful portfolio management and impeccable service.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

  • Life insurance: Michigan
  • Health/disability insurance: Michigan
  • Fixed annuities: Michigan
  • Variable annuities: Michigan

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Kaydan Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Kaydan Wealth Management, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources