Kevin Michels has been President & Chief Compliance Officer of Medicus Wealth Planning since November 2019, is a control person of the firm and directly owns 75% or more of it. Kevin Michels holds a Degree in personal financial planning from Utah Valley University.
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.
Kevin Michels is President & Financial Advisor of Medicus Wealth Planning. He started his career with Fidelity Investments, and in 2014 partnered with David Luke, with whom he later formed Medicus Wealth Planning. He writes about financial planning and serves on the Public Relations Committee of the Financial Planning Association's Utah Chapter.
Kevin Michels’ longest registration is the current one, 10 years at Medicus Wealth Planning since 2016. Before joining Medicus Wealth Planning in 2016, Kevin Michels was registered through Net Worth Advisory Group, LLC.
- – present · 10 yearsDraper, UT · Adviser representative · Firm CRD 282904
- Net Worth Advisory Group, LLC– · 1 yearSandy, UT · Adviser representative · Firm CRD 126983
Professional designations
Listed by Medicus Wealth Planning
- CFP®
Investment adviser representative registrations
Kevin Michels is registered as an investment adviser representative in 2 states. The first approvals date from July 2016; the most recent is Texas, in November 2021.
- TexasSince 1 November 2021
- UtahSince 8 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 2013 |
| Series 7 | General Securities Representative Examination | 28 June 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Douglas Michels
- CRD
- 6185260
- Firm
- Medicus Wealth Planning · CRD 282904
- Role
- President & Chief Compliance Officer
- Office
- 11681 S 700 E, SUITE 200, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- medicuswealthplanning.com
Where does Kevin Michels work?
Kevin Michels has been President & Chief Compliance Officer of Medicus Wealth Planning, Inc. since November 2019, and is a control person of the firm.
Is Kevin Michels a financial advisor?
Yes. Kevin Michels has a current investment-adviser registration in Texas and Utah, through Medicus Wealth Planning since July 2016.
How many years of experience does Kevin Michels have?
Kevin Michels has 11 years in the financial industry, since December 2014, across 2 adviser firms.
What exams has Kevin Michels passed?
Kevin Michels has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2013.
Where is Kevin Michels based?
Kevin Michels’ registered office is in Draper, UT.
Is Kevin Michels registered with FINRA?
No. Kevin Michels has no current broker registration.
Is Kevin Michels a CFP?
Medicus Wealth Planning lists Kevin Michels with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Kevin Michels, CFP, EA biography, medicuswealthplanning.com
How can I verify Kevin Michels’ record?
Search CRD 6185260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Michels’ full registration record.