Advisors at this firm
James K
CFP®, Series 63
Fenton, MI
Kaydan Wealth Management, Inc.
James Kruzan is a CFP® with 43 years of industry experience, currently serving at Kaydan Wealth Management, Inc. He has worked with Raymond James Financial Services Advisors since 2009 and has been involved with Kaydan Wealth Management since 2005. Kruzan is also the owner of Asset & Risk Management, Inc., a support company based in Fenton, MI. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.
Mathew B
Series 63, Series 65
Fenton, MI
Kaydan Wealth Management, Inc.
Mathew Britt is a financial advisor at Kaydan Wealth Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Asset & Risk Management. From 2017 to 2019, he was involved with Hikestyle LLC. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.
Jennifer S
CFP®, Series 66
Fenton, MI
Kaydan Wealth Management, Inc.
Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.
Darren B
CFP®, Series 63, Series 66
Fenton, MI
Kaydan Wealth Management, Inc.
Darren Brennan is a CFP® professional with 13 years of industry experience, currently serving at Kaydan Wealth Management, Inc. in Fenton, MI. His prior experience includes roles at Mercer Global Advisors Inc. and Raymond James Financial Services Advisors Inc. He is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients, offering comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach focuses on fundamental analysis and individualized portfolio construction tailored to client objectives and risk tolerance.
Chase P
Series 65
Fenton, MI
Kaydan Wealth Management, Inc.
Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.
Jared R
CFP®
Fenton, MI
Kaydan Wealth Management, Inc.
Jared Ryan is a CFP® professional with one year of experience at Kaydan Wealth Management, Inc. Prior to joining Kaydan, he worked at Michigan State University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.