by: Danielle Howard
Look who’s back in the press! Congratulations to Jim Kruzan of Kaydan Wealth Management for being named to Forbes 2018 Best-In-State Wealth Advisors.
This year’s Forbes Best-In-State Wealth Advisors list spotlights 500 of the top-performing advisors across the country who were nominated by their firms (over 21,000 nominations received) – and then researched, interviewed and assigned a ranking within their respective states.
Each state’s list – determined by SHOOK Research – is based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, community involvement, client retention data, revenue trends, and more.
Click this link to meet 2018’s stand out wealth advisors. Don’t forget to check out number twelve in Michigan!
Disclosure: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Forbes or SHOOK Research.