Dan W Loose

Current Employers

Employment History

• 01/2014 → 11/2016
  Wilson Financial Advisors
  Salt Lake City, UT
• 04/2007 → Present
  Peter Pan Apts, Inc
  President, UT
• 11/2016 → 04/2018
  Thrivent Investment Management
  Salt Lake City, UT
• 01/2017 → 04/2018
  Thrivent Financial
  Appleton, WI
• 04/2018 → Present
  Medicus Wealth Planning
  Draper, UT
• 07/2015 → Present
  Realtypath Executives
  Bountiful, UT

Previous Registrations

• 2017-01-27 → 2018-04-30
  Thrivent Investment Management Inc.
  Loveland, CO
  Greenwood Village, CO
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

REALTY PATH EXECUTIVES POSITION: Realtor NATURE: Dan W Loose is a licensed Realtor® in the State of Utah. He maintains that licensure in order to negotiate real estate transactions on his own behalf, to provide past clients with assistance when they reach out to him for assistance, and to be better informed as to what is happening with the real estate market in the state, since real estate is very often one of the largest holdings of an individual or family in our geographic region. He is not actively marketing his real estate services and he NEVER markets his real estate services to financial planning clients. Clients should be aware that real estate services involve the payment of a commission and could involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Medicus Wealth Planning always acts in the best interest of the client. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2002 ADDRESS: 563 W. 500 s., Suite 410, Bountiful UT 84010, United States PETER PAN APTS, INC. POSITION: President NATURE: Peter Pan Apts, Inc. (dba Potomac Business Center) is a property that I own and manage in Salt Lake City. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2007 ADDRESS: 699 E. South Temple St., Salt Lake City UT 84102, United States DESCRIPTION: General property management duties. Manager of his own investment property.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-25

Designations

Other Names

• Dan Warren Loose