Modus Advisors Employee Directory

Modus Advisors corporate office is located in 23505 Smithtown Rd Ste 290, Excelsior, Minnesota, 55331, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Key Employees of Modus Advisors

Tad Weiss
President
PhoneEmail
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Modus Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Modus Advisors

Hundreds of professionals searching for Modus Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KH
Kari Haanstad
Email Direct
Chief Investment Officer
United States , Minnesota , Excelsior

Tad Weiss
Email Direct
President
United States , Minnesota , Excelsior

JK
Julie Kaufmann
Email Direct
Manager, Client Relationship & Operations
United States , Minnesota , Excelsior

MS
Margaret Swanson
Email Direct
Certified Financial Planner
United States , Minnesota , Excelsior

JL
Jacob LePard
Email Direct
Portfolio Analyst
United States , Minnesota , Excelsior

HP
Heidi Peterson
Email Direct
Customer Service Representative
United States , Minnesota , Excelsior

CF
Carol Fink
Email Direct
Client Services Associate
United States , Minnesota , Excelsior

Former Employees at Modus Advisors

Explore people who held key positions, contributed to Modus Advisors's success, and advanced their careers.

Michael Langseth

Senior Manager, Retail... at Ovative Group

Worked as Client Services Associate

at Modus Advisors (2016-2017)

Direct

Ryan Peckskamp

Advisor, Personal Offi... at NorthRock Partners

Worked as Financial Advisor

at Modus Advisors (2019-2021)

Direct

Melinda Kohlmyer

Exam Proctor at Minnetonka Public Scho...

Worked as Customer Services Representative

at Modus Advisors (2022-2026)

Direct

Mask Content

Administrative Support... at HealthEZ

Worked as Administrative Assistant

at Modus Advisors (2020-2022)

Direct

Explore More

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Frequently Asked Questions Regarding Modus Advisors Employees

How many employees does Modus Advisors have?

Modus Advisors has 1-10 employees

Who are Modus Advisors key employees?

Some of Modus Advisors key employees are Tad Weiss

Where is Modus Advisors located?

Modus Advisors’s headquarters are located at 23505 Smithtown Rd Ste 290, Excelsior, Minnesota, 55331, United States

How do I contact Modus Advisors?

Modus Advisors Contact Info: Phone number: (952) 946-1000 Website: www.modusadvisors.com

What does Modus Advisors do?

Modus Advisors specializes in sophisticated wealth management and financial planning services tailored for successful individuals, particularly in the Lake Minnetonka area and beyond. They offer comprehensive planning, investment management, and retirement planning, ensuring that each client's unique financial goals are met. As a Registered Investm... Read More

Is Modus Advisors a public company?

Modus Advisors is private company therefore does not currently have an official ticker symbol

See more information about Modus Advisors Employees