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President & Chief Compliance Officer · Medicus Wealth Planning, Inc.

Kevin D. Michels

CRD 6185260 · Named on Form ADV at one SEC-registered adviser

At a glance

Medicus Wealth Planning, Inc., an SEC-registered wealth manager based in Draper, UT with $161 million in regulatory assets, lists Kevin D. Michels on its Form ADV as President & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.