James Skjong
Ulland Investment Advisors · Minneapolis, Minnesota
James Skjong is a fee-only financial advisor at Ulland Investment Advisors in Minneapolis, Minnesota. James charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum).
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Facts
| Firm | Ulland Investment Advisors |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $442.9M across 211 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6750094 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ullandinvestment.com |
How James's firm compares
- Ulland Investment Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 211 accounts).
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Questions about James
Is James Skjong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Ulland Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
How much does James charge?
According to Ulland Investment Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is James Skjong based?
James Skjong is based in Minneapolis, Minnesota.
Is James Skjong registered with the SEC?
Yes. James Skjong is registered as an investment adviser representative in MN (CRD 6750094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ulland Investment Advisors manage?
Ulland Investment Advisors reports $442.9M across 211 accounts in assets under management.
How do I contact James Skjong?
Through James's website, www.ullandinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ulland Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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