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Kevin Douglas Michels

Medicus Wealth Planning, Inc.

Draper, UT

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Current Employers
Medicus Wealth Planning, Inc.

11681 S 700 E Suite 200, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-01
UT RA APPROVED 2016-07-08
  • TX RA
    APPROVED
    Since 2021-11-01
  • UT RA
    APPROVED
    Since 2016-07-08

Branch Locations

11681 S 700 E Suite 200, Draper, UT 84020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Medicus Wealth Planning Draper UT 04/2016 Present
  • 04/2016 → Present
    Medicus Wealth Planning
    Draper, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-23
S63 Uniform Securities Agent State Law Examination 2013-07-08
  • S65 Uniform Investment Adviser Law Examination
    2014-12-23
  • S63 Uniform Securities Agent State Law Examination
    2013-07-08
Designations

View on SEC IAPD

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Other Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
LPL FINANCIAL LLC · DRAPER, UT
ELEVATED CAPITAL ADVISORS, LLC · DRAPER, UT
PALISADE WEALTH MANAGEMENT · DRAPER, UT

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