April 10, 2024

Congratulations to Jim Kruzan on Barron’s 2024 Top 1,200 Financial Advisors Recognition

We are delighted to share news of Jim Kruzan, CFP®, CRPC®, being recognized by Barron’s in their 2024 Top 1,200 Financial Advisors in America. This recognition signifies Jim’s commitment to his practice and his dedication to serving his clients.

Barron’s rankings are recognized across the financial industry, setting benchmarks for excellence and serving as a resource for clients looking for reputable financial advisors. The criteria for these rankings include assets under management, revenue produced for the firm, regulatory record, quality of practice, and contributions to philanthropy, reflecting a comprehensive evaluation of an advisor’s professional conduct and commitment to their clients.

Jim’s inclusion as one of only four Registered Investment Advisors from Michigan in this list highlights his commitment to his clients and his adherence to high standards in his advisory practice.

Understanding the Methodology

The methodology behind Barron’s rankings involves a thorough survey covering various aspects of an advisor’s practice, including but not limited to assets managed, revenue generated, and the quality of service. This rigorous process ensures that the rankings reflect advisors who are not only successful in terms of business metrics but also maintain high standards of practice and client service.

This recognition of Jim Kruzan in the 2024 Top 1,200 Financial Advisors list is a reflection of our collective commitment to upholding high standards in financial advising. It serves as a reminder of the importance of dedication and professionalism in our field.

We congratulate Jim on this well-deserved recognition and remain dedicated to providing quality service to our clients.

For a deeper understanding of Barron’s ranking methodology, please visit Barron’s website.


Disclosures: Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance.

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