Kevin D. Michels
MEDICUS WEALTH PLANNING
Draper, UT 84020
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CRD#: 6185260
Professional summary
Kevin Douglas Michels, CFP® is a registered financial advisor currently at MEDICUS WEALTH PLANNING, INC. located in Draper, Utah.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
What are your service offerings?
Debt Management
Employee and Employer Plan Ben...
Education Planning
Retirement Income Management
Retirement Planning
Tax Planning
Budgeting
Health Care
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Estate Planning
Social Security Planning
Do you have an area of expertise or specialization?
AUM
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Douglas Michels's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
July 8, 2016 - Present
MEDICUS WEALTH PLANNING, INC.
Office #1: 11681 S 700 E Suite 200, Draper, UT 84020RIA
CRD#: 282904
Draper, UT
Past
December 24, 2014 - August 3, 2016
NET WORTH ADVISORY GROUP, LLC
RIA
CRD#: 126983
SANDY, UT
Past
June 28, 2013 - July 11, 2014
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
AMERICAN FORK, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MEDICUS WEALTH PLANNING, INC.
LUKE WEALTH MANAGEMENT INC | MEDICUS WEALTH PLANNING, INC. | MEDICUS WEALTH PLANNING | LUKE WEALTH MANAGEMENT, INC
CRD#: 282904 / SEC#: 801-130385
RIA
Registered Investment Advisory firm - (5/30/2024 Approved)Arizona
Registered Investment Advisory firm - (6/6/2024 Terminated)Texas
Registered Investment Advisory firm - (6/6/2024 Terminated)Utah
Registered Investment Advisory firm - (6/6/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/1/2021)
IAR
Utah(7/8/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MEDICUS WEALTH PLANNING, INC.
LUKE WEALTH MANAGEMENT INC | MEDICUS WEALTH PLANNING, INC. | MEDICUS WEALTH PLANNING | LUKE WEALTH MANAGEMENT, INC
CRD#: 282904 / SEC#: 801-130385
RIA
Registered Investment Advisory firm - (5/30/2024 Approved)Arizona
Registered Investment Advisory firm - (6/6/2024 Terminated)Texas
Registered Investment Advisory firm - (6/6/2024 Terminated)Utah
Registered Investment Advisory firm - (6/6/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11681 S 700 E Suite 200, Draper, UT 84020
Mailing Address
Phone number
(801) 994-4777
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 536 |
| AUM (Assets Under Management) | $ 130,277,879 |
Red Flags
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