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Director of Research · Ulland Investment Advisors, LLC

Jared P. Plotz

CRD 5953913 · Named on Form ADV at one SEC-registered adviser

At a glance

Ulland Investment Advisors, LLC, an SEC-registered wealth manager based in Minneapolis, MN with $443 million in regulatory assets, lists Jared P. Plotz on its Form ADV as Director of Research, a control person.

Firms and roles

AtlasMembers

Jared’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.