Medicus Wealth Planning, Inc.

Medicus Wealth Planning, Inc. (CRD# 282904) is a financial advisory firm headquartered in Draper, UT. They manage $100,939,574 in 469 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
11681 S 700 E, Suite 200, Draper, UT 84020
https://www.facebook.com/medicuswealthplanning/
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $215,223
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, UT

Financial Advisors at Medicus Wealth Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Dan Loose, financial advisor Draper UT
Dan W. Loose
CRD#: 6722703
11681 S 700 E, Suite 200, Draper, UT 84020

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.

2
Kevin Michels, financial advisor Draper UT
Kevin D. Michels
CRD#: 6185260
11681 S 700 E, Suite 200, Draper, UT 84020

Kevin Michels (CRD# 6185260) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 10 years of experience in the finance industry.

3
Mark Durham, financial advisor Draper UT
Mark T. Durham
CRD#: 1619530
11681 S 700 E, Suite 200, Draper, UT 84020

Mark Durham (CRD# 1619530) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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