Jim Ulland
Chief Executive Officer at Ulland Investment Advisors LLC
Jim Ulland active positions
| Companies | Position | Start | End |
|---|---|---|---|
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Chief Executive Officer | 1996-12-31 | - |
| Chief Investment Officer | 1996-12-31 | - | |
| Founder | 1996-12-31 | - | |
| Portfolio Manager-Equities | 1996-12-31 | - | |
| President | 1996-12-31 | - | |
| Head of Private Banking | 1996-12-31 | - | |
Minnesota Orchestral Association
 Minnesota Orchestral Association Movies/EntertainmentConsumer Services The Minnesota Orchestra provides support for the orchestra and promotes music education. Its association reaches 10,000 children and adults each year through its music education programs. The company was founded in 1903 and is headquartered in Minneapolis, MN. | Director/Board Member | - | - |
Career history of Jim Ulland
Former positions of Jim Ulland
| Companies | Position | Start | End |
|---|---|---|---|
Leviathan Minerals Group, Inc.
 Leviathan Minerals Group, Inc. Other Metals/MineralsNon-Energy Minerals Leviathan Minerals Group, Inc. engages in the exploration, mining, processing, smelting, and marketing of tin. The company is headquartered in Jakarta, Indonesia. | Director/Board Member | - | 2012-06-14 |
Kopp Investment Advisors LLC
 Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Portfolio Manager-Equities | 1995-12-31 | - |
| Minnesota Department of Commerce | Corporate Officer/Principal | 1995-12-01 | 1995-12-01 |
US Bank Trust, NA (St. Paul, Minnesota)
 US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance US Bank NA provides banking services. Its services include online access, Internet banking, Internet bill pay, mobile banking, options for paying bills, online statements, login to mortgage account, online with financial management software, U.S. bancorp investments online investing, student loans, and phone access. The company was founded in 1973 and is based in Saint Paul, Minnesota. | Corporate Officer/Principal | 1990-03-01 | 1990-03-01 |
Training of Jim Ulland
| Carleton College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistics
International
| United States | 7 |
| Indonesia | 2 |
| 2 |
Operational
| Director/Board Member | 2 |
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 4 |
| Non-Energy Minerals | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Finance |
Minnesota Orchestral Association
Minnesota Orchestral Association Movies/EntertainmentConsumer Services The Minnesota Orchestra provides support for the orchestra and promotes music education. Its association reaches 10,000 children and adults each year through its music education programs. The company was founded in 1903 and is headquartered in Minneapolis, MN. | Consumer Services |
Leviathan Minerals Group, Inc.
Leviathan Minerals Group, Inc. Other Metals/MineralsNon-Energy Minerals Leviathan Minerals Group, Inc. engages in the exploration, mining, processing, smelting, and marketing of tin. The company is headquartered in Jakarta, Indonesia. | Non-Energy Minerals |
| Minnesota Department of Commerce | Government |
US Bank Trust, NA (St. Paul, Minnesota)
US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance US Bank NA provides banking services. Its services include online access, Internet banking, Internet bill pay, mobile banking, options for paying bills, online statements, login to mortgage account, online with financial management software, U.S. bancorp investments online investing, student loans, and phone access. The company was founded in 1973 and is based in Saint Paul, Minnesota. | Finance |
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