Brett David Weston

Employer firm

Medicus Wealth Planning, Inc. CRD 282904

$161M regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 04/2017
  University Of Utah Executive Education
  Salt Lake City, UT
• 05/2017 → 11/2021
  Truenorth Wealth (Association Financial Services)
  Salt Lake City, UT
• 11/2021 → 04/2022
  Clarity Financial Planners
  St. Louis, MO
• 04/2022 → Present
  Medicus Wealth Planning, Inc.
  Salt Lake City, UT

Previous Registrations

• 2021-11-08 → 2022-02-08
  Clarity Financial Planners
  Clayton, MO
• 2020-02-12 → 2021-11-08
  Truenorth Wealth
  Murray, UT
• 2019-06-05 → 2019-12-31
  Truenorth Wealth
  Salt Lake City, UT

Other Businesses

1.) TrueNorth Wealth; Investment Related; Salt Lake City, UT; Retirement Planning; 1099 Paraplanner done through A1 Planning; Start 05/2017; Approximately less than 5 hours per month with no hours during securities trading hours; Non client-facing and all work is preliminary and finalized with an advisor registered at the firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-02

Designations

• Certified Financial Planner