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James B. Kruzan, CFP®, CRPC® Named to
Forbe's List of Best-In-State Wealth Advisors

by: Danielle Howard

 

FENTON, MI. – James B. Kruzan, CFP®, CRPC®, Senior Wealth Advisor, and Founder of Kaydan Wealth Management, Inc. located at 329 W. Silver Lake Road, Fenton, MI 48430 was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January 16, 2020.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, 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. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

Kruzan, who joined Raymond James in 1987, has more than 37 years of experience in the financial services industry.

To reach Kruzan or the advisors at Kaydan Wealth Management, more information can be found at www.KaydanWealth.com or by calling 810-593-1624.

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC. Data as of 6/30/19.
Source: Forbes.com (January 2020).  Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including:  assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Kaydan Wealth Management, Inc. is not affiliated with Forbes or SHOOK Research, LLC.
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 who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience, and those who 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 approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Kaydan Wealth Management, Inc. is not affiliated with Forbes or SHOOK Research, LLC.