Brett Weston has been an investment adviser representative at Medicus Wealth Planning since May 2022, and is not listed among the firm’s executive officers or direct owners. Brett Weston studied at the University of Utah.
Medicus Wealth Planning, Inc. is a Draper, UT firm with $161M under management, 196 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Brett Weston is a Financial Advisor of Medicus Wealth Planning. He began his career at a financial planning firm in Murray, UT, and later joined Medicus Wealth Planning.
Brett Weston’s longest registration is the current one, 4 years at Medicus Wealth Planning since 2022. Before joining Medicus Wealth Planning in 2022, Brett Weston was registered through Clarity Financial Planners and Truenorth Wealth.
- – present · 4 yearsLas Vegas, NV · Adviser representative · Firm CRD 282904
- Clarity Financial Planners– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 277114
- Truenorth Wealth– · 1 yearMurray, UT · Adviser representative · Firm CRD 142205
- Truenorth Wealth– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 142205
Professional designations
Listed by Medicus Wealth Planning
- CFP®
Investment adviser representative registrations
Brett Weston is registered as an investment adviser representative in 2 states. The first approvals date from May 2022; the most recent is Nevada, in May 2024.
- NevadaSince 30 May 2024
- UtahSince 11 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brett David Weston
- CRD
- 6761899
- Firm
- Medicus Wealth Planning · CRD 282904
- Office
- Las Vegas, NV
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- medicuswealthplanning.com
Where does Brett Weston work?
Brett Weston is an investment adviser representative registered through Medicus Wealth Planning, Inc. since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brett Weston a financial advisor?
Yes. Brett Weston has a current investment-adviser registration in Nevada and Utah, through Medicus Wealth Planning since May 2022.
How many years of experience does Brett Weston have?
Brett Weston has 7 years in the financial industry, since October 2019, across 3 adviser firms.
What exams has Brett Weston passed?
Brett Weston passed the Series 65 in March 2019.
Where did Brett Weston work before Medicus Wealth Planning?
Before Medicus Wealth Planning, Brett Weston was registered through Clarity Financial Planners, November 2021 to February 2022; Truenorth Wealth, February 2020 to November 2021; Truenorth Wealth, June 2019 to December 2019.
Where is Brett Weston based?
Brett Weston’s registered office is in Las Vegas, NV.
Is Brett Weston registered with FINRA?
No. Brett Weston has no current broker registration.
Is Brett Weston a CFP?
Medicus Wealth Planning lists Brett Weston with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Brett Weston, CFP, MSFP biography, medicuswealthplanning.com
How can I verify Brett Weston’s record?
Search CRD 6761899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Weston’s full registration record.
