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).
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Total Assets Under Management432MILLION
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Total Number of Accounts1,339ACCOUNTS
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Average Account Value$322,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, FL, MN, NE, TX, WA, WI
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.
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.
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.