President/chief Compliance Officer · Kaydan Wealth Management, Inc.
James B. Kruzan
CRD 1094690 · Named on Form ADV at one SEC-registered adviser
At a glance
Kaydan Wealth Management, Inc., an SEC-registered wealth manager based in Fenton, MI with $727 million in regulatory assets, lists James B. Kruzan on its Form ADV as President/chief Compliance Officer, a control person.
Firms and roles
- Kaydan Wealth Management, Inc.President/chief Compliance OfficerWealth manager · Fenton, MI · $727M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.