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Peter Michael Weiss

MODUS ADVISORS, LLC·EXCELSIOR, Minnesota
Series 65Clean record1 years registeredMODUS ADVISORS, LLC
23505 SMITHTOWN ROAD, EXCELSIOR, MN 55331CRD# 7878902Firm CRD# 291204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Michael Weiss · EXCELSIOR, MN
Registration
CRD #7878902 · MODUS ADVISORS, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

MODUS ADVISORS, LLC
Nov 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 14, 2024
Years registered · 1
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 Peter Michael Weiss offer?
Peter Michael Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Peter Michael Weiss's credentials?
Peter Michael Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Michael Weiss located?
Peter Michael Weiss is based in EXCELSIOR, Minnesota, working with MODUS ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Peter Michael Weiss charge for services?
Peter Michael Weiss'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

Kari Kristine Haanstad
EXCELSIOR, MN
CFA
Tad Michael Weiss
EXCELSIOR, MN
CFP
Margaret Leigh Swanson
EXCELSIOR, MN

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