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).
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Total Assets Under Management101MILLION
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Total Number of Accounts469ACCOUNTS
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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
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.
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.
Mark Durham (CRD# 1619530) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Francis, UT and has over 37 years of experience in the finance industry.