# ULLAND INVESTMENT ADVISORS, LLC

ULLAND INVESTMENT ADVISORS, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 109610
- Type: SEC-registered investment adviser
- SEC file number: 801-57473
- Location: 4550 IDS CENTER, 80 S 8TH STREET, MINNEAPOLIS, MN, 55402
- Phone: 612-312-1400
- Latest filing: 2026-06-08
- Regulatory AUM: $442.9M
- Discretionary AUM: $442.9M
- Clients: 5
- Accounts: 211

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| James Robin Goodfellow Skjong | CHIEF COMPLIANCE OFFICER | — |
| Nathaniel J Beebe | PRESIDENT | — |
| Jared Perry Plotz | DIRECTOR OF RESEARCH | — |
| ULLAND JAMES EDWARD | CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ULLAND JAMES | PRESIDENT | — |
| Skjong James Robin Goodfellow | CHIEF COMPLIANCE OFFICER | — |
| Beebe Nathaniel J | PORTFOLIO MANAGER; PRESIDENT | — |
| PLOTZ JARED PERRY | DIRECTOR OF RESEARCH | — |
| Nathaniel J. Beebe | PRESIDENT | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-12-29 | regulatory | ULLAND INVESTMENT ADVISORS, LLC IS CURRENTLY WORKING WITH THE MINNESOTA DEPARTMENT OF COMMERCE TO CORRECT AN INVESTMENT ADVISOR REPRESENTATIVE REGISTRATION ISSUE. | Pending | — |
| 2025-12-29 | regulatory | THE MINNESOTA DEPARTMENT OF COMMERCE ALLEGED THAT THE FIRM ALLOWED THREE OF ITS INVESTMENT ADVISER REPRESENTATIVES TO PROVIDE INVESTMENT ADVICE TO MINNESOTA CONSUMERS WITHOUT BEING PROPERLY REGISTERED OR EXEMPT FROM REGISTRATION, IN VIOLATION OF MINNESOTA STATUTES ? 80A.58(A). | Final | $30K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109610/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109610/similar
- Related entities: https://search.stillhousedata.com/firm/109610/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109610

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.