Dylan Stewart (CRD# 7497478) is an Investment Advisor Representative working at Kaydan Wealth Management, Inc. in Fenton, MI and has over 2 years of experience in the finance industry. Dylan Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 5616108
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kaydan Wealth Management, Inc. | Fenton, MI | Nov 2021 - Current | 2 |
| Ford Estates, LLC | Detroit, MI | Aug 2016 - Aug 2021 | 5 |
| Ernst & Young | Detroit, MI | Aug 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- MI
- TX
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Total Assets Under Management626MILLIONS
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Total Number of Accounts1,064ACCOUNTS
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Average Account Value$588,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, FL, GA, IL, IN, KS, MI, NC, NH, NV, OH, SC, TN, TX, WI
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