AdvisorOS Directory
Claim Profile
Unclaimed Profile
KM

Kevin Douglas Michels

MEDICUS WEALTH PLANNING, INC.·DRAPER, Utah
Clean recordMEDICUS 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Douglas Michels is a registered financial advisor based in DRAPER, Utah, affiliated with MEDICUS WEALTH PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
MEDICUS WEALTH PLANNING, INC.
MEDICUS WEALTH PLANNING, INC.
AUM
$101M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MEDICUS WEALTH PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6185260
Firm CRD# 282904
View on FINRA BrokerCheck →

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

Richard L Tolotti
LONE PEAK ADVISERS, LLC·DRAPER, UT
David William James
LONE PEAK ADVISERS, LLC·DRAPER, UT
Matthew Hitchcock Fleming
HEALTHEQUITY ADVISORS, LLC·DRAPER, UT
Kirsten Zundel
COIGN CAPITAL ADVISORS LLC·DRAPER, UT
Brian Paul Hermann
ELEVATED CAPITAL ADVISORS, LLC·DRAPER, UT
Brodie Dean Barnes
KNOX CAPITAL ADVISORS, LLC·DRAPER, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)LOGAN (23)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile