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MODUS ADVISORS, LLC
MODUS ADVISORS, LLC
EXCELSIOR, Minnesota
·
4 registered advisors
·
CRD# 291204
SEC# 801-112534
0
(952) 946-1000
01
Firm Overview
AUM
$432M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MODUS ADVISORS, LLC
4 registered advisors
Kari Kristine Haanstad
EXCELSIOR, Minnesota
CRD# 6773934
Margaret Leigh Swanson
EXCELSIOR, Minnesota
CRD# 6867550
Peter Michael Weiss
EXCELSIOR, Minnesota
CRD# 7878902
Tad Michael Weiss
EXCELSIOR, Minnesota
CRD# 1408726
05
Office Locations
EXCELSIOR, Minnesota
4 advisors
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Data sourced from SEC Form ADV filings. MODUS ADVISORS, LLC (CRD# 291204) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.