Financial advisers in Excelsior, Minnesota
5 profiles with reported offices in Excelsior, Minnesota. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Tad WeissManaging Member & Chief Compliance OfficerModus AdvisorsCRD 1408726
Jason GoodManaging Member and Chief Compliance OfficerIntelligent Financial StrategiesCRD 4978923- Kari HaanstadMember & Chief Investment OfficerModus AdvisorsCRD 6773934
- Margaret SwansonMemberModus AdvisorsCRD 6867550
- Peter WeissMemberModus AdvisorsCRD 7878902
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.