Recognizing Jim Kruzan’s Achievement: Barron’s 2023 Top 1,200 Financial Advisors

We are proud to announce that Jim Kruzan, CFP®, CRPC®, has been named to Barron’s 2023 Top 1,200 Financial Advisors in America. This recognition highlights Jim’s dedication to his clients and adherence to professional standards in his practice as Jim has consistently been named as a Barron’s Top 1200 Financial Advisor since 2019.

Barron’s rankings are well-regarded within the financial industry and serve as a valuable resource for clients seeking trustworthy financial advisors. The criteria for these rankings encompass a range of factors including assets under management, firm revenue, regulatory history, and quality of practice. Each of these points reflects the advisor’s ability to meet the needs of their clients while upholding the integrity of their practice.

Insight into the Ranking Methodology

Barron’s rigorous ranking methodology includes an extensive survey that gathers detailed information about advisors’ practices. This includes not only quantitative metrics like assets and revenue but also qualitative aspects such as client retention, team diversity, and philanthropic activities. The aim is to identify advisors who are not only successful in their business practices but who also elevate the standards of the industry through their professional conduct.

This recognition for Jim is not just a reflection of his professional accomplishments but also his commitment to Kaydan Wealth Management clients. It serves as an affirmation of our shared values of diligence and integrity in financial advising.

We extend our heartfelt congratulations to Jim Kruzan on this significant achievement and thank our clients and colleagues for their continued trust and support.

For more details on how Barron’s compiles their rankings, please visit Barron’s website.

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.