Tad Weiss

President at Modus Advisors - Shorewood, MN, US

Tad Weiss's Colleagues at Modus Advisors
Carol Fink

Client Services Associate

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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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Kari Haanstad

Chief Investment Officer

Contact Kari Haanstad

Maggie Weiss

client relationship manager

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Tad Weiss's Contact Details
HQ
952-946-1000
Location
Company
Modus Advisors
Tad Weiss's Company Details
Modus Advisors logo, Modus Advisors contact details

Modus Advisors

Shorewood, MN, US • 10 - 19 Employees
Financial Services

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

financial planning retirement planning investment strategies Financial Services Financial Advisory Services
Details about Modus Advisors
Frequently Asked Questions about Tad Weiss
Tad Weiss currently works for Modus Advisors.
Tad Weiss's role at Modus Advisors is President.
Tad Weiss's email address is ***@modusadvisors.com. To view Tad Weiss's full email address, please signup to ConnectPlex.
Tad Weiss works in the Financial Services industry.
Tad Weiss's colleagues at Modus Advisors are Carol Fink, Ryan Peckskamp, Julie Kaufmann, Diane York, Kari Haanstad, Catherine Hayes, Maggie Weiss and others.
Tad Weiss's phone number is 952-946-1000
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