Unclaimed Profile

Tad Michael Weiss

MODUS ADVISORS, LLC·EXCELSIOR, Minnesota

SIE, Series 6, Series 7, Series 22, Series 24, Series 31, Series 53, Series 63, Series 65CFPClean record16 years registeredMODUS ADVISORS, LLC

23505 SMITHTOWN ROAD, EXCELSIOR, MN 55331CRD# 1408726Firm CRD# 291204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tad Michael Weiss · EXCELSIOR, MN

Registration

CRD #1408726 · MODUS ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MODUS ADVISORS, LLC

Mar 2018 – present

LPL FINANCIAL LLC

Sep 2009 – Apr 2018

EXCELSIOR, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 31

Series 53

Series 63

Series 65

Registration record

First registered · September 8, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MODUS ADVISORS, LLC

CRD 291204 · SEC 801-112534

AUM

$432M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Tad Michael Weiss offer?

Tad Michael Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXCELSIOR, Minnesota for a consultation.

What are Tad Michael Weiss's credentials?

Tad Michael Weiss holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tad Michael Weiss located?

Tad 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 Tad Michael Weiss charge for services?

Tad 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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