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Kevin Douglas Michels

Helping individuals & families from all walks of life prepare for a successful retirement

Medicus Wealth Planning, Inc.
INVESTMENT ADVISER REPRESENTATIVE & OWNER

Draper

UT

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Medicus Wealth Planning 3 years, 4 months Apr 2016 - Present
Net Worth Advisory Group 5 years, 1 month Jul 2014 - Present
Fidelity Investments 1 year, 3 months Apr 2013 - Jul 2014
Ingram Medical 2 years, 1 month Mar 2011 - Apr 2013
Water Quest 4 weeks Feb 2011 - Mar 2011
Opinionology 1 month Jan 2011 - Feb 2011
Vector Marketing 1 month Jan 2011 - Feb 2011
Finish Line 2 months Oct 2010 - Dec 2010
Chile, Concepcion Mission 2 years Oct 2008 - Oct 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Kevin Michels

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Answers

Ask a financial questionAsk a question
Out of work for job injury already have an active loan on my 401k can i still take a medical hardship.
It depends on what the plan documents state for your specific 401(k) plan. Some 401(k) plans allow for hardship withdrawals while others do not. In the case your plan does allow for a hardship withdrawal, having an outstanding loan shouldn't affect your ability to take a withdrawal. In fact, some...  (more)
Answered Aug 2016
I want to cash out i no longer work at par kan?
Denny,If you no longer work for Par Kan and have a retirement account with them you have a few options:1) You can cash out the retirement account. If it is a 401(k) or other qualified account and you decide to withdraw you will be taxed on the withdrawal at ordinary income rates and could perhaps...  (more)
Answered Sep 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 3, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 2, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Medicus Wealth Planning, Inc.

    Last updated on Feb. 19, 2019
      • $70.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 378
        Accounts
      • $185.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees