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.

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