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 or visit 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
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Verified contacts
13
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
39
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DH
Danielle Howard
Director of Marketing and Communications · Advertising & Marketing
EmailPhone - SR
Shawn Reszczyk
Director of Client Experience, Kwm · Customer/Client Service
EmailPhone - DB
Darren Brennan
Wealth Advisor · Finance & Accounting
EmailPhone - MB
Mathew Britt
Director of Client Analytics · Information Technology
EmailPhone - DJ
Dylan J. Stewart
Associate Wealth Advisor · Finance & Accounting
EmailPhone - NA
Nicole Alsobrook
Client Advocate · Customer/Client Service
EmailPhone - SW
Steve Wszelaki
Business Development Associate · Sales & Business Development
EmailPhone - JK
Jim Kruzan
Founder, Senior Wealth Advisor · Other
EmailPhone
Showing 8 of 13 verified contacts
Top roles at Kaydan Wealth Management
10 distinct titles indexed · top 10 shown.
- 2client advocate
- 1assistant wealth planner
- 1associate wealth advisor
- 1business development associate
- 1director of client analytics
- 1director of client experience, kwm
- 1director of marketing and communications
- 1finance intern
- 1founder, senior wealth advisor
- 1wealth advisor
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