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Expert Review

James Kruzan: Is He Involved in Hidden Fees, Disclosures, Lawsuits? Exposed (Update 2024)

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Who is James Kruzan (CRD#: 1094690)?Everything you need to know about James Kruzan and their accolades

James Kruzan is a member of the team of advisors at Kaydan Wealth Management in Fenton, Michigan. James has been employed for 40 years.

Their present position is at Kaydan Wealth Management. James is qualified to offer financial advice in Michigan because he has already passed the Series 63 exams. By any applicable state exemption from registration or notice filing, James Kruzan may also offer advisory services in other states.

Recently, the 2018 Chairman’s Council was announced, with James  Kruzan, CFP®, CRPC®, of Kaydan Wealth Management, Inc., 329 W. Silver Lake Road, as a member. Kruzan has met the criteria for this significant award for fifteen years running. Securities are provided by FINRA/SIPC member Raymond James Financial Services, Inc.

James occupies a special position at Kaydan Wealth Management, juggling the duties of the company’s founder and senior wealth advisor. James is the company’s founder, thus it is his job to set the moral compass’ course and make sure everyone on the team is working toward the mission statement.

He oversees the largest and most intricate client relationships for the company in his capacity as Senior Wealth Advisor, and he actively participates in the creation of comprehensive, methodical wealth solutions.

In the financial services sector, Kruzan has more than 30 years of experience. Kruzan and his staff go much beyond simple advice-giving as a full-service wealth manager. For those who are genuinely motivated to simplify and streamline their finances and lead more fulfilling lives, Kaydan Wealth Management offers an all-inclusive financial planning and management package.

By fusing three disciplines—investment consulting, advanced planning, and relationship management—Krusan’s systematic program, which is focused on creating comprehensive and tailored wealth plans, delivers a full complement of sophisticated financial planning services.

In this article, we will go deep into James Kruzan’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.

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About Kaydan Wealth ManagementHistory, achievements, leadership, lawsuits, & disputes

For more than 30 years, Kaydan Wealth Management has served as a fiduciary and as an independent Registered Investment Advisor. They are experts at offering guidance and support to the mobile technology sector. Their staff is made up of skilled experts with extensive training, credentials, and wealth management expertise. They are more than just wealth management consultants, though. They serve as dependable confidants, counselors, and objective sounding boards for our clients.

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Services Offered by Kaydan Wealth Management

It is best to think of their abilities and services as complementary parts of a comprehensive wealth plan rather than as discrete offerings on a menu. A wealth plan developed to help you reach your goals and ambitions presents each piece, each of which may stand alone, much more forcefully. They at Kaydan Wealth Management are qualified to offer a wide range of fee-based services because of our expertise, training, and credentials.

  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Life Style Planning
  • Tax Planning
  • Wealth Transfer
  • Career Transition Services
  • Executive Services
  • Retirement Check-Up

What is SEC?

The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.

21/12/2023 Update
As of now, James Kruzan has not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by his victims. Furthermore, he has only focused on propagating his fake PR.
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James Kruzan Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against James Kruzan

The brokerCheck report of James Kruzan includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.

In this instance, the broker has been informed of a customer dispute along with the notification.

This type of disclosure event involves a final, consumer-initiated, Investment-related arbitration or civil suit containing allegations of sales practice violations against the broker that resulted in an arbitration award or civil judgment for the customer.

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The claimant in this instance claimed that he is an unsophisticated investor who sought securities that would ensure capital preservation, retirement stability, and profitable growth. The claimant claimed that because he was beginning to make money during their relationship, he was really happy. The accounts started losing money in 03/2000.

The claimant asserts that he regularly viewed his portfolio on his computer and communicated with the financial advisor about the losses in the account. He claimed that when he called his FA several times to close the account, he was told to hold on to the failing stocks since they would eventually turn a profit.

Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any conflicts in the past.

FINRA’s BrokerCheck

individual_1094690.pdf (finra.org)

SEC Litigations & Forms

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Source:

Source: James Kruzan – SEC Site Search Search Results

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James Kruzan Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against James Kruzan

Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law, and Law360. If James Kruzan has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against James Kruzan which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against James Kruzan on these websites, you can contact the local authorities and check if they have a physical copy of any cases.

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James Kruzan Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against James Kruzan (if available)

The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against James Kruzan using the websites down below:

You can contact the law firms mentioned above if facing issues with James Kruzan or any financial advisor.

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Better Alternatives To James Kruzan (By Experts):Find the top 3 alternatives to James Kruzan

These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
You can check out the top 10 financial advisors in the U.S. to learn more.
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Manages Assets Worth

  • $714,587,898,072

Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Publication of periodicals
1625686851535

Manages Assets Worth

  • $173,418,270,044

Services

  • Financial planning
  • Portfolio management
  • Portfolio assessment
Screenshot 2023 05 23 at 11.45.48 PM

Manages Assets Worth

  • $46,803,858,104

Services

  • Portfolio management

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