Dan Loose (CRD# 6722703) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 7 years of experience in the finance industry. Dan Loose 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# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Medicus Wealth Planning | Draper, UT | Apr 2018 - Current | 6 |
| Realtypath Executives | Bountiful, UT | Jul 2015 - Current | 8 |
| Peter Pan Apts, Inc. | President, UT | Apr 2007 - Current | 17 |
| Thrivent Financial | Appleton, WI | Jan 2017 - Apr 2018 | 1 |
| Thrivent Investment Management | Salt Lake City, UT | Nov 2016 - Apr 2018 | 1 |
| Wilson Financial Advisors | Salt Lake City, UT | Jan 2014 - Nov 2016 | 2 |
| Ranlife Real Estate | Salt Lake City, UT | Nov 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- UT
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts469ACCOUNTS
-
Average Account Value$215,223
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, TX, UT
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