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Kari Kristine Haanstad

MODUS ADVISORS, LLC·EXCELSIOR, Minnesota
SIE, Series 7, Series 66CFAClean record9 years registeredMODUS 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

MODUS ADVISORS, LLC
Mar 2018 – present
LPL FINANCIAL LLC
Jun 2017 – Apr 2018
EXCELSIOR, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 15, 2017
Years registered · 9
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MODUS ADVISORS, LLC
CRD 291204 · SEC 801-112534
AUM
$432M
Regulatory assets under management
Employees
7
1,339 client accounts
Services offered by MODUS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MODUS ADVISORS, LLC →
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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at MODUS ADVISORS, LLC

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

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