Nathaniel Beebe
Ulland Investment Advisors · Minneapolis, Minnesota
Nathaniel Beebe is a fee-only financial advisor at Ulland Investment Advisors in Minneapolis, Minnesota, who holds the CFA credential. Nathaniel 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 6844422 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ullandinvestment.com |
| Profile |
How Nathaniel'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 Nathaniel
Is Nathaniel Beebe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel 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 Nathaniel charge for financial advice?
Nathaniel charges a percentage of assets.
How much does Nathaniel 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 Nathaniel Beebe based?
Nathaniel Beebe is based in Minneapolis, Minnesota.
What credentials does Nathaniel Beebe hold?
Nathaniel Beebe holds the CFA credential.
Is Nathaniel Beebe registered with the SEC?
Yes. Nathaniel Beebe is registered as an investment adviser representative in MN (CRD 6844422), 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 Nathaniel Beebe?
Through Nathaniel'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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