RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• B•••••• K•••••
- Title
- CFP®, CRPC® | Senior Wealth Advisorreportedkaydanwealthmanagement.comfirm site, Sep 15, 2026
- Designations
- CFP, CRPCreportedkaydanwealthmanagement.comas printed on the bio page, Sep 16, 2026
- Founder
- “In this episode, Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, shares how his new podcast series is set to help people maximize their resources and engineer their best retirement.”reportedkaydanwealthmanagement.comthe sentence on the bio page
- Professional profile
- kaydanwealthmanagement.com/the-retirement-engineer-with-jim-kruzan-podreportedkaydanwealthmanagement.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- K••••• W••••• M••••••••• I••• independent RIA currentsince Sep 20, 2010 · Fenton, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to May 13, 2020 · Fenton, Mi
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedDec 14, 2007 to Jan 2, 2009 · Auburn Hills, Mi
- K••••• W••••• M••••••••• I••• independent RIAJul 26, 2002 to Dec 31, 2002 · Clarkston, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to K••••• W••••• M••••••••• I•••left May 13, 2020, registered Sep 20, 2010 (-3523 days) · Other · moved with a team
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- K••••• W••••• M••••••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••left Dec 31, 2002, registered Dec 14, 2007 (1809 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address