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Who is your advisor?

James B. Kruzan, CFP®, CRPC® is my advisor
Darren Brennan, CFP®, CRPC® is my advisor
Kimberly Houston, CFP®, CRPC® is my advisor

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For common requests that do not require an appointment with your advisor view our FAQs.

Disclosure: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and CFP® in the U.S.

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We ask so we can contact you in the manner you feel most comfortable.
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How would you define your wealth management needs?

(Choose all that apply)
How would you define your wealth management needs?*
- Investment Management
- Financial Planning
- Retirement Planning
- Social Security Planning
- 401(k) Monitoring
- Estate/Legacy Planning

What stage do you best identify with?

Throughout the various stages of life, we are faced with decisions that require strategy and planning. (Choose one)
What stage do you best identify with?*
- Under 30 years old
- 31-40 years old
- 41-50 years old
- 51-69 years old
- 70+ years old

How safe or risky are you?

(Choose one)
How safe or risky are you?*
- I watch every penny and can't stomach losing any.
- I like to think I am balanced.
- I have no fear of risk. I'm skydiving later.

Which best describes your current level of total investable assets?

(Choose one)
Which best describes your current level of total investable assets?*
- Foundation Builder ($0 - $100K)
- Accumulator ($100K - $300K)
- Wealth Creator ($300K - $800K)
- Wealth Enhancer ($800K - $2.5M)
- Wealth Steward (+$2.5M)

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If you agree, select a location that is more convenient to meet. (Choose one)
Location*
- Fenton Office
- Auburn Hills Office
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Investment advisory services 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 web site 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.

ADV Part 1
Part 2A
Kruzan Part 2B
Brennan Part 2B
Form CRS

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