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James Brendan Kruzan

KAYDAN WEALTH MANAGEMENT, INC.·FENTON, Michigan
SIE, Series 6, Series 7, Series 8, Series 22, Series 63CFP24 years registeredKAYDAN WEALTH MANAGEMENT, INC.
329 W. SILVER LAKE RD., FENTON, MI 48430CRD# 1094690Firm CRD# 108964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Brendan Kruzan · FENTON, MI
Registration
CRD #1094690 · KAYDAN WEALTH MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

KAYDAN WEALTH MANAGEMENT, INC.
Sep 2010 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – May 2020
FENTON, MI
RAYMOND JAMES FINANCIAL SERVICES
Dec 2007 – Jan 2009
FENTON, MI
KAYDAN GROUP INC.
Jul 2002 – Dec 2002
CLARKSTON, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 8
Series 22
Series 63
Registration record
First registered · July 26, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

2006Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964 · SEC 801-119365
AUM
$626M
Regulatory assets under management
Employees
17
1,064 client accounts
Services offered by KAYDAN WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KAYDAN WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does James Brendan Kruzan offer?
James Brendan Kruzan specializes in Financial Planning, Investment Management. Contact their office in FENTON, Michigan for a consultation.
What are James Brendan Kruzan's credentials?
James Brendan Kruzan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Brendan Kruzan located?
James Brendan Kruzan is based in FENTON, Michigan, working with KAYDAN WEALTH MANAGEMENT, INC.. Their office serves clients in the FENTON metropolitan area and surrounding communities.
How does James Brendan Kruzan charge for services?
James Brendan Kruzan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAYDAN WEALTH MANAGEMENT, INC.?
KAYDAN WEALTH MANAGEMENT, INC. has approximately 17 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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