AdvisorOS Directory
Claim Profile
Unclaimed Profile
KM

Kevin Douglas Michels

MEDICUS WEALTH PLANNING, INC.·DRAPER, Utah
Series 7, Series 63, Series 65Clean record11 years registeredMEDICUS WEALTH PLANNING, INC.
11681 S 700 E, DRAPER, UT 84020CRD# 6185260Firm CRD# 282904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Douglas Michels · DRAPER, UT
Registration
CRD #6185260 · MEDICUS WEALTH PLANNING, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

MEDICUS WEALTH PLANNING, INC.
Jul 2016 – present
NET WORTH ADVISORY GROUP, LLC
Dec 2014 – Aug 2016
SANDY, UT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 24, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEDICUS WEALTH PLANNING, INC.
CRD 282904 · SEC 801-130385
AUM
$101M
Regulatory assets under management
Employees
4
469 client accounts
Services offered by MEDICUS WEALTH PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MEDICUS WEALTH PLANNING, INC. →
Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DRAPER?

Browse all registered financial advisors in DRAPER, Utah or claim this profile if it's yours.

Browse DRAPER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kevin Douglas Michels offer?
Kevin Douglas Michels specializes in Financial Planning, Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are Kevin Douglas Michels's credentials?
Kevin Douglas Michels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Douglas Michels located?
Kevin Douglas Michels is based in DRAPER, Utah, working with MEDICUS WEALTH PLANNING, INC.. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Kevin Douglas Michels charge for services?
Kevin Douglas Michels's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEDICUS WEALTH PLANNING, INC.?
MEDICUS WEALTH PLANNING, INC. has approximately 4 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in DRAPER, Utah

David William James
LONE PEAK ADVISERS, LLC·DRAPER, UT
Richard L Tolotti
LONE PEAK ADVISERS, LLC·DRAPER, UT
Debbie Dawn Parker
FINANCIAL NETWORK WEALTH ADVISORS LLC·DRAPER, UT
John Alvin Martindale
AILSA CAPITAL, INC.·DRAPER, UT
Travis John Hudak
LONE PEAK ADVISERS, LLC·DRAPER, UT
Brett Allen Munson
LONE PEAK ADVISERS, LLC·DRAPER, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (177)PROVO (32)LEHI (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)COTTONWOOD HEIGHTS (11)
City Guides
SALT LAKE CITY GuidePROVO GuideLEHI GuideOREM GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile