Dan W. Loose
MEDICUS WEALTH PLANNING
Draper, UT 84020
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CRD#: 6722703
Professional summary
Dan W Loose, CFP®, who also goes by Dan Warren Loose, is a registered financial advisor currently at MEDICUS WEALTH PLANNING, INC. located in Draper, Utah.
Dan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Warren Loose
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dan W Loose'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: 2018
Experience
Current
April 30, 2018 - Present
MEDICUS WEALTH PLANNING, INC.
Office #1: 11681 S 700 E Suite 200, Draper, UT 84020RIA
CRD#: 282904
Draper, UT
Past
January 27, 2017 - April 30, 2018
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Salt Lake City, UT
Past
January 9, 2017 - April 30, 2018
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Salt Lake City, 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(1/10/2025)
IAR
Utah(4/30/2018)
Exams
State Security Law Exam
General Industry/Product 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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