RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
15yrs
Based in Minneapolis, Minnesota, Jared Plotz is a financial advisor with 15 years of industry experience. Jared joined Ulland Investment Advisors in 2026, a firm offering financial planning and investment management. Jared holds the CFA designation.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 54% of advisors in Minneapolis
Office4550 Ids Center 80 S 8th Street, Minneapolis, MN 55402
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.1 million
Advisors at the firm3
States licensed ?1 state
Services through Ulland Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowUlland Investment Advisors, LLCCurrent firm
Contact Jared
(612) 312-1400Ulland Investment Advisors main office 4550 Ids Center 80 S 8th StreetMinneapolis, MN 55402Office · Get directions Firm websiteHTTP://WWW.ULLANDINVESTMENT.COM
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call Ulland Investment Advisors at (612) 312-1400 and ask for Jared Plotz. Jared works from the Minneapolis, MN office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2011, about 15 years. More experience than 54% of advisors in Minneapolis.
What licenses does Jared hold?
Series 63. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jared paid?
Ulland Investment Advisors reports being paid by a percentage of the assets they manage. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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