Kari Haanstad Email

Chief Investment Officer . Modus Advisors

Current Roles

Employees:
10
Revenue:
$1.3M
About
Modus Advisors provides fee-only 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).\n\nA 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.\n\nModus 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.\n\nwww.ModusAdvisors.com\[email protected]\n952-946-1000
Modus Advisors Address

Excelsior, MN
United States
Modus Advisors Email