Make an Appointment
Client Access

April 15, 2023

Kruzan Named to Forbes 2023 Best-In-State Wealth Advisors List for 6th Consecutive Year

Kudos to Jim Kruzan, CFP®, CRPC®, the Founder and Senior Wealth Advisor at Kaydan Wealth Management, for securing a spot on the Forbes 2023 list of Best-In-State Wealth Advisors for the sixth consecutive year. The prestigious list includes advisors from national, regional, and independent firms.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, relies on a combination of qualitative assessments from phone, virtual, and in-person interviews, as well as quantitative data. Advisors included on the list have at least seven years of experience. The selection algorithm considers factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to best practices in client engagement. It is important to note that portfolio performance is not a criterion, reflecting the diverse objectives of clients and the absence of standardized, audited data. Neither Forbes nor SHOOK charges a fee for inclusion in the rankings. For additional details on the SHOOK Research methodology, please click here.

 

Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Forbes is not affiliated with Kaydan Wealth Management, Inc. or Jim Kruzan.  SHOOK’s Top Advisor rankings are independently determined without compensation and are aimed solely at assisting investors in finding the right financial advisor. Participation in the directory is exclusive to ranked advisors, and although listed advisors may opt to pay Forbes and Shook for enhanced directory features, this is indicated by highlighted names. Investors should undertake their own diligence to select an appropriate advisor, tailored to their specific needs. The opinions and rankings provided by SHOOK are intended as a resource to aid in that decision and do not guarantee future performance or reflect the experience of any individual client. For past performance and further details, please visit www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Did you find this content helpful?

Yes

Awesome, we’ll send you more information.

Make an Appointment
Unlock Exclusive
Financial Insights

Follow us to stay connected
Facebook Linkedin Instagram Twitter Youtube

Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms 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 anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. 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.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

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.

©2024Banco de Mexico Diego Rivera Frida Kahlo Museums Trust, Mexico, D.F. / Artists Rights Society (ARS), New York

Make an Appointment
Client Access
Call Us (800) 638-6900
Form CRS & Disclosures
Unlock Exclusive
Financial Insights

Follow us to stay connected
Facebook Linkedin Instagram Twitter Youtube
Skip to content