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Jared Perry Plotz

Ulland Investment Advisors, LLC

Minneapolis, MN

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Current Employers
Ulland Investment Advisors, Llc

4550 Ids Center 80 S 8Th Street, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-12
  • MN RA
    APPROVED
    Since 2026-01-12

Branch Locations

4550 Ids Center 80 S 8Th Street, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Capital Management, Llc Edina MN 04/2013 12/2016
Ulland Investment Advisors, Llc Minneapolis MN 01/2017 12/2019
Ulland Investment Advisors, Llc Minneapolis MN 01/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-10-06
  • S63 Uniform Securities Agent State Law Examination
    2011-10-06
Designations

View on SEC IAPD

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