Modus Advisors, LLC

Modus Advisors, LLC (CRD# 291204) is a financial advisory firm headquartered in Excelsior, MN. They manage $432,365,232 in 1,339 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
23505 Smithtown Road, Suite 290, Excelsior, MN 55331
https://www.instagram.com/modus_advisors/
By the Numbers
  • Total Assets Under Management
    432
    MILLION
  • Total Number of Accounts
    1,339
    ACCOUNTS
  • Average Account Value
    $322,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MN, NE, TX, WA, WI

Financial Advisors at Modus Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kari Haanstad, financial advisor Excelsior MN
Kari K. Haanstad
CRD#: 6773934
23505 Smithtown Road, #290, Excelsior, MN 55331

Kari Haanstad (CRD# 6773934) is an Investment Advisor Representative working at Modus Advisors, LLC in Excelsior, MN and has over 6 years of experience in the finance industry.

2
Tad Weiss, financial advisor Excelsior MN
Tad M. Weiss
CRD#: 1408726
23505 Smithtown Road, #290, Excelsior, MN 55331

Tad Weiss (CRD# 1408726) is an Investment Advisor Representative working at Modus Advisors, LLC in Excelsior, MN and has over 38 years of experience in the finance industry.

3
Margaret Swanson, financial advisor Excelsior MN
Margaret L. Swanson
CRD#: 6867550
23505 Smithtown Road, Suite 290, Excelsior, MN 55331

Margaret Swanson (CRD# 6867550) is an Investment Advisor Representative working at Modus Advisors, LLC in Excelsior, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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