ULLAND INVESTMENT ADVISORS, LLC
CRD #109610 SEC #801-57473 MINNEAPOLIS, MN 612-312-1400
SEC Registered
Total AUM
$451.4M
Discretionary
$451.4M
Employees
5
Clients
25
Accounts
226
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Beebe, Nathaniel, J. | I | PRESIDENT | E | Control |
| ULLAND, JAMES | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | PRESIDENT | E | Control |
| ULLAND, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| Beebe, Nathaniel, J. | I | PRESIDENT | C | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| Beebe, Nathaniel, J. | I | PORTFOLIO MANAGER | B | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | B | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PLOTZ, JARED, PERRY | I | DIRECTOR OF RESEARCH | A | Control |
| Skjong, James, Robin Goodfellow | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (12)
CA CO FL IA LA MN NH NY OR SD TX WI
Address
4550 IDS CENTER80 S 8TH STREET
MINNEAPOLIS, MN 55402
United States
Phone: 612-312-1400