Modus Advisors

Financial Services - Shorewood, MN, US

Modus Advisors Employees
Kari Haanstad

Chief Investment Officer

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Julie Kaufmann

Client Relationship and Operations Manager

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Diane York

Client Relationship & Marketing Manager

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Maggie Swanson

Certified Financial Planner

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Carol Fink

Client Services Associate

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Modus Advisors Details

Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA).A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born.Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients.www.ModusAdvisors.comInfo@ModusAdvisors.com952-946-1000

Modus Advisors logo, Modus Advisors contact details
Employees: 10 - 19
HQ: 952-946-1000
Location: Shorewood, MN, US
Revenue: 1 - 2.5 Million
financial planning retirement planning investment strategies Financial Services Financial Advisory Services
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