Kevin Michels, financial advisor Draper UT
93 score

Kevin Michels

CRD Number: 6185260
Current Firm: Medicus Wealth Planning, Inc.

Kevin Michels (CRD# 6185260) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 4 years of experience in the finance industry. Kevin Michels 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.

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Professional Designations
Company Name Location Dates Years
Medicus Wealth Planning Herriman, UT Apr 2016 - Current 2
Net Worth Advisory Group Sandy, UT Jul 2014 - Current 3
Fidelity Investments American Fork, UT Apr 2013 - Jul 2014 1
Ingram Medical Sandy, UT Mar 2011 - Apr 2013 2
Water Quest Orem, UT Feb 2011 - Mar 2011 < 1
Opinionology Lindon, UT Jan 2011 - Feb 2011 < 1
Vector Marketing Orem, UT Jan 2011 - Feb 2011 < 1
Finish Line Orem, UT Oct 2010 - Dec 2010 < 1
Chile, Concepcion Mission Concepcion, Oct 2008 - Oct 2010 2
Sam's Club South Jordan, UT May 2008 - Aug 2008 < 1
Alta High School Sandy, UT Sep 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Kevin D. Michels
Phone Number: 801-994-4777
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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