Dan W Loose
Investment adviser representative at Medicus Wealth Planning, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$160.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Medicus Wealth Planning, Inc.Apr 2018 to now
- Realtypath ExecutivesJul 2015 to now
- Peter Pan Apts, IncApr 2007 to now
- Thrivent FinancialJan 2017 to Apr 2018
- Thrivent Investment ManagementNov 2016 to Apr 2018
- Wilson Financial AdvisorsJan 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Medicus Wealth Planning, Inc.
$160.8MAssets managed
196Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6722703
- Firm CRD
- 282904