Brett D. Weston

MEDICUS WEALTH PLANNING

Las Vegas, NV

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CRD#: 6761899

Professional summary

Brett David Weston, CFP® is a registered financial advisor currently at MEDICUS WEALTH PLANNING, INC. located in Las Vegas, Nevada.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brett has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett David Weston's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

May 11, 2022 - Present

MEDICUS WEALTH PLANNING, INC.

RIA

CRD#: 282904

Las Vegas, NV

Past

November 8, 2021 - February 8, 2022

CLARITY FINANCIAL PLANNERS

RIA

CRD#: 277114

ST. LOUIS, MO

Past

February 12, 2020 - November 8, 2021

TRUENORTH WEALTH

RIA

CRD#: 142205

Murray, UT

Past

June 5, 2019 - December 31, 2019

TRUENORTH WEALTH

RIA

CRD#: 142205

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Nevada
(5/30/2024)

IAR

Utah
(5/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/2019

Uniform Investment Adviser Law Examination

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-MEDICUS WEALTH PLANNING (2/24/2025)

Regulatory assets under management

Total Number of Accounts	536
AUM (Assets Under Management)	$ 130,277,879

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brett D. Weston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett David Weston's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEDICUS WEALTH PLANNING, INC.

CLARITY FINANCIAL PLANNERS

TRUENORTH WEALTH

TRUENORTH WEALTH

Primary Firm SEC Registration

MEDICUS WEALTH PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2019

Current Firm

MEDICUS WEALTH PLANNING, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEDICUS WEALTH PLANNING, INC.

TRUST BUT VERIFY

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