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Financial ADVSR advisor directory · SEC adviser records

Modus Advisors, LLC financial advisors in Excelsior, MN

Every SEC-registered investment adviser representative at a Modus Advisors, LLC office in Excelsior, A to Z.

4 registered advisors work at Modus Advisors, LLC in Excelsior, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Modus Advisors, LLC advisors in Excelsior, A to Z

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Other firms in Excelsior

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Ameriprise Financial Services, LLC 6

Questions

How many financial advisors does Modus Advisors, LLC have in Excelsior?

4 investment adviser representatives are registered at Modus Advisors, LLC offices in Excelsior, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Modus Advisors, LLC one of the largest advisor employers in Excelsior?

Modus Advisors, LLC ranks number 2 in Excelsior by registered advisors; Ameriprise Financial Services, LLC has the most, with 6.

How do I check a Modus Advisors, LLC advisor in Excelsior?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Modus Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.