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Michael R
CFP®, Series 66
Fenton, MI
Kaydan Wealth Management, Inc.
Michael Reiterman is a CFP®-certified financial advisor at Kaydan Wealth Management, Inc. in Fenton, MI, with one year of industry experience. Prior to joining Kaydan, he worked at LPL Financial LLC for three years and has held various roles at Michigan State University. Kaydan Wealth Management serves individual and high-net-worth clients with personalized wealth management and discretionary investment management, combining comprehensive financial planning with portfolio oversight. The firm’s investment approach is grounded in fundamental analysis and emphasizes collaboration with clients’ other advisers.
James K
CFP®, Series 63
Fenton, MI
Kaydan Wealth Management, Inc.
James Kruzan is a Certified Financial Planner (CFP®) with 43 years of experience in the financial services industry. He is currently with Kaydan Wealth Management, Inc. and has previously worked for Raymond James Financial and Raymond James Financial Services. 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, offering personalized wealth management and discretionary investment management services. The firm integrates comprehensive financial planning with portfolio oversight, emphasizing fundamental analysis and coordinated client service.
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.
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.
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