Dan Loose has been an investment adviser representative at Medicus Wealth Planning since April 2018, and is not listed among the firm’s executive officers or direct owners.
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.
Dan Loose is a Financial Advisor of Medicus Wealth Planning. He joined the firm in 2018 with 25 years of financial planning tenure. He hosts Dave Ramsey Financial Peace University courses and does pro bono work for churches and charities like the Salt Lake Rescue Mission, and he served as President and Chairman of the Financial Planning Association of Utah and Idaho from 2020 to 2024.
Dan Loose’s longest registration is the current one, 8 years at Medicus Wealth Planning since 2018. Before joining Medicus Wealth Planning in 2018, Dan Loose was registered through Thrivent Investment Management Inc.
- – present · 8 yearsDraper, UT · Adviser representative · Firm CRD 282904
- Thrivent Investment Management Inc.– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 18387
Professional designations
Listed by Medicus Wealth Planning
- CFP®
Investment adviser representative registrations
Dan Loose is registered as an investment adviser representative in 2 states. The first approvals date from April 2018; the most recent is Texas, in January 2025.
- TexasSince 10 January 2025
- UtahSince 30 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 January 2017 |
| Series 7 | General Securities Representative Examination | 9 January 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dan W Loose
- CRD
- 6722703
- Firm
- Medicus Wealth Planning · CRD 282904
- Office
- 11681 S 700 E, SUITE 200, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- medicuswealthplanning.com
Where does Dan Loose work?
Dan Loose is an investment adviser representative registered through Medicus Wealth Planning, Inc. since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Dan Loose a financial advisor?
Yes. Dan Loose has a current investment-adviser registration in Texas and Utah, through Medicus Wealth Planning since April 2018.
How many years of experience does Dan Loose have?
Dan Loose has 9 years in the financial industry, since January 2017, across 2 adviser firms.
What exams has Dan Loose passed?
Dan Loose has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2017. FINRA credited Dan Loose with the SIE, which began in October 2018.
Where did Dan Loose work before Medicus Wealth Planning?
Before Medicus Wealth Planning, Dan Loose was registered through Thrivent Investment Management Inc., January 2017 to April 2018.
Where is Dan Loose based?
Dan Loose’s registered office is in Draper, UT.
Is Dan Loose registered with FINRA?
No. Dan Loose has no current broker registration.
Is Dan Loose a CFP?
Medicus Wealth Planning lists Dan Loose with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Dan Loose, MBA, CFP® biography, medicuswealthplanning.com
How can I verify Dan Loose’s record?
Search CRD 6722703 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dan Loose’s full registration record.
