Kaydan Wealth Management

Kaydan Wealth Management

Financial Services Fenton, Mi, United States 13 employees
Employees
13
Contacts
4
Emails
4
Phones
3

Kaydan Wealth Management Overview

Headquarters
Fenton, Mi, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
13
Founded
1987
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Kaydan Wealth Management

Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/

Kaydan Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Kaydan Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Dylan J. Stewart, Cfp®, Cpa Wealth Advisor
Email
Danielle Howard Marketing & Communications Director
Email Phone
Jim Kruzan, Cfp®, Crpc® Founder, Senior Wealth Advisor
Email Phone
Mathew Britt, Cmt Director of Client Analytics at Kaydan
Email Phone

Employees by Management Level

Director 3 profiles
Individual contributor 3 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 2
General 2 2 1

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