Modus Advisors, LLC

Tad Weiss is a CFP® professional with 40 years of industry experience, currently serving at Modus Advisors, LLC since 2018 and previously associated with LPL Financial LLC for over 26 years. He is also an author working on a non-fiction book about his daughter's 2014 accident and recovery. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities, utilizing a multi-method analytical approach and offering discretionary asset management, comprehensive portfolio management, and retirement plan consulting. The firm manages approximately $514 million in assets with a four-advisor team and incorporates strategies such as derivatives and cryptocurrency within its investment programs.

Kari Haanstad is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Modus Advisors, LLC since 2018. Prior to joining Modus Advisors, Haanstad was associated with LPL Financial, LLC starting in 2017. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment strategies, including the use of derivatives and margin within separately managed accounts.

Margaret Swanson is a CFP® professional with five years of experience at Modus Advisors, LLC. She has worked exclusively with Modus Advisors since 2017, with prior experience outside the financial industry. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and offers discretionary asset management, comprehensive portfolio management, and specialized consulting services, including the use of derivatives and cryptocurrency as part of its investment strategies.

Peter Weiss is a financial advisor at Modus Advisors, LLC in Excelsior, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles outside of financial services, such as positions at Moxi Works and Pacaso. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment vehicles, including derivatives and separately managed accounts, serving a diverse client base with approximately $514 million in assets under management.