Modus Advisors Employee Directory

Q: What is Modus Advisors known for?

Modus Advisors was founded in 2009. Modus Advisors operates in the Financial Services industry.

Q: How many employees does Modus Advisors have currently?

Modus Advisors has approximately 9 employees.

Financial ServicesUnited States2-10 Employees

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).

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.com
Info@ModusAdvisors.com
952-946-1000

Find Modus Advisors employees' phone numbers or email addresses

Modus Advisors Global Highlights

North America
11

United States Of America
11

Modus Advisors's Leadership

K. H.
Chief Investment Officer
Mobile Phone
Email
T. W.
President
Mobile Phone
Email
J. K.
Client Relationship And Operations Manager
Mobile Phone
Email
M. W.
Client Relationship Manager
Mobile Phone
Email
J. L.
Portfolio Analyst
Mobile Phone
Email
P. W.
Financial Advisor
Mobile Phone
Email
H. P.
Customer Service Representative
Mobile Phone
Email
M. S.
Certified Financial Planner™
Mobile Phone
Email

Contact profiles from Modus Advisors

Name

Title

Contact Info

Location

Last Update

T. W.
President
Mobile Phone
Email
United StatesMinnesota
Sep 10, 2025
K. H.
Chief Investment Officer
Mobile Phone
Email
Sep 09, 2025
J. K.
Client Relationship And Operations Manager
Mobile Phone
Email
United StatesMinnesota
Oct 23, 2025
M. W.
Client Relationship Manager
Mobile Phone
Email
United StatesMinnesota
Apr 24, 2025
J. L.
Portfolio Analyst
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2025
P. W.
Financial Advisor
Mobile Phone
Email
United StatesMinnesota
Jul 20, 2025
H. P.
Customer Service Representative
Mobile Phone
Email
United StatesMinnesota
Jun 05, 2025
M. S.
Certified Financial Planner™
Mobile Phone
Email
United StatesMinnesota
Sep 11, 2025
M. K.
Customer Services Representative
Mobile Phone
Email
United StatesMinnesota
Oct 21, 2025
C. F.
Client Services Associate
Mobile Phone
Email
United StatesMinnesota
Oct 26, 2025

Frequently Asked Questions

What is Modus Advisors known for?

Modus Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 23505 Smithtown Road, Suite 290 Excelsior, MN 55331, US; you can contact the main corporate office by phone at

+1-952-946-****

. Explore Modus Advisors's company overview page for more information.

What is Modus Advisors's most common email format?

Modus Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Modus Advisors email formats with LeadIQ.

How many employees does Modus Advisors have currently?

Modus Advisors has approximately 9 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Modus Advisors's key employees and leadership?

As of October 2025, Modus Advisors's key employees include:

Chief Investment Officer: K. H.
President: T. W.
Client Relationship And Operations Manager: J. K.
Client Relationship Manager: M. W.
Portfolio Analyst: J. L.

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