AdvisorOS Directory
Claim Profile
Unclaimed Profile
KH

Kari Kristine Haanstad

MODUS ADVISORS, LLC·EXCELSIOR, Minnesota
Clean recordMODUS ADVISORS, LLC
23505 SMITHTOWN ROAD, EXCELSIOR, MN 55331CRD# 6773934Firm CRD# 291204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kari Kristine Haanstad · EXCELSIOR, MN
Registration
CRD #6773934 · MODUS ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kari Kristine Haanstad is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with MODUS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Kari

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kari is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MODUS ADVISORS, LLC
MODUS ADVISORS, LLC
AUM
$432M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MODUS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6773934
Firm CRD# 291204
View on FINRA BrokerCheck →

Looking for a financial advisor in EXCELSIOR?

Browse all registered financial advisors in EXCELSIOR, Minnesota or claim this profile if it's yours.

Browse EXCELSIOR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kari Kristine Haanstad offer?
Kari Kristine Haanstad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Kari Kristine Haanstad's credentials?
Kari Kristine Haanstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kari Kristine Haanstad located?
Kari Kristine Haanstad is based in EXCELSIOR, Minnesota, working with MODUS ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Kari Kristine Haanstad charge for services?
Kari Kristine Haanstad's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODUS ADVISORS, LLC?
MODUS ADVISORS, LLC has approximately 7 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MODUS ADVISORS, LLC

Peter Michael Weiss
EXCELSIOR, MN
Tad Michael Weiss
EXCELSIOR, MN
Margaret Leigh Swanson
EXCELSIOR, MN

More Advisors in EXCELSIOR, Minnesota

Kevin Michael Kinzie
LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, MN
Robbie John Burkhart
BLUE ROCK ADVISORS, LLC·EXCELSIOR, MN
Sviatlana V Erickson
BLUE ROCK ADVISORS, LLC·EXCELSIOR, MN
Alexander Ellis
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP·EXCELSIOR, MN
Anne Marie Denman
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP·EXCELSIOR, MN
Brian Francis Hull
LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile