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    Modus Advisors

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    Description

    • Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for clients with $250,000 or more to invest. Securities are offered through LPL Financial, member FINRA/SIPC. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with the residents of the following states: AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MN, ND, NV, OH, OK, OR, PA, SD, TX, VA, WA, WI.A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born.Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients.
    • location

      Headquarters:23505 Smithtown Road Suite 290, Excelsior, Minnesota, United States

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    • Modus Advisors phone

      Phone Number: +1 952-946-1000

    • Modus Advisors website

      Website: https://www.modusadvisors.com

    • Modus Advisors employees

      Employees:7

    • Modus Advisors revenue

      Revenue:$1 - 10M

    • Modus Advisors legal name

      Legal Name:Modus Advisors

    • Modus Advisors's Social Media

      Modus Advisors linkedin Modus Advisors facebook
    • done Is this data correct?

    • |  NAICS Code: 541618  |

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    Person level website identification

    Chief Investment Officer for Modus Advisors

    Kari Haanstad

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Kari Haanstad

    Chief Investment Officer

    Tad Weiss

    President

    Julie Kaufmann

    Client Relationship And Operations Manager

    Diane York

    Client Relationship And Marketing Manager

    Maggie Weiss

    Client Relationship Manager

    Frequently Asked Questions regarding Modus Advisors

    • Where are Modus Advisors's Headquarters?

      Modus Advisors's Headquarters are in 23505 Smithtown Road Suite 290,Excelsior,Minnesota,United States

    • What is Modus Advisors's phone number?

      Modus Advisors's phone number is +1 952-946-1000

    • What is Modus Advisors's official website?

      Modus Advisors's official website is https://www.modusadvisors.com

    • What is Modus Advisors's Revenue?

      Modus Advisors's revenue is $1 - 10M

    • What is Modus Advisors's NAICS code?

      Modus Advisors's NAICS code is 541618

    • How many employees are working in Modus Advisors

      Modus Advisors has 7 employees

    • What is Modus Advisors's Industry?

      Modus Advisors is in the industry of Financial Services

    • Who is Modus Advisors's Chief Investment Officer?

      Modus Advisors's Chief Investment Officer is Kari Haanstad

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