A complete list of active advisors currently associated with Ulland Investment Advisors, LLC

Warmer can help you find a great advisor at Ulland Investment Advisors, LLC or one who fits your needs even better.

Ulland Investment Advisors serves individual and institutional clients — including trusts, pension and profit‑sharing plans, banks, and private investment entities — by providing discretionary investment supervisory and portfolio management services as its sole fee‑based offering. The firm charges percentage‑of‑assets fees and reports approximately $440.1 million in discretionary assets under management. The firm’s investment process emphasizes fundamental analysis, supplemented by technical and cyclical methods, and it offers five strategies: Intelligent Blend, Defensive Growth, and three fixed‑income strategies that focus largely on preferred securities, investment‑grade fixed income, and short‑term U.S. Treasuries. Ulland accepts discretionary authority, aggregates trades for execution, uses broker‑provided research (soft dollars), and delivers quarterly account reports and performance reviews calculated on a time‑weighted basis. Notably, the firm discloses and publishes performance information and references third‑party ratings in its materials, and — although it does not promote a margin trading strategy — it will implement and maintain margin/borrowing in client accounts upon request. Ulland also disclosed a recent Minnesota Department of Commerce settlement regarding the registration of certain representatives; the firm stated the matter did not allege fraud or client loss and that the representatives have been registered.

To learn more about the advisors currently working at Ulland Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.