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Nathaniel Javner Beebe

Investment Adviser Representative at Ulland Investment Advisors, LLC

Minneapolis, MNCRD #6844422Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nathaniel Javner Beebe is an investment adviser representative with Ulland Investment Advisors, LLC in Minneapolis, MN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota.

Office

4550 Ids Center, 80 S 8th Street
Minneapolis, MN 55402

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Ulland Investment Advisors, LLCCurrent
1/9/2026 – Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ulland Investment Advisors, LLC
    Aug 2011 – Jun 2017Minneapolis, MN
  2. Ulland Investment Advisors, LLC
    Jun 2017 – Oct 2024Minneapolis, MN
  3. Ulland Investment Advisors, LLC
    Oct 2024 – no end date reportedMinneapolis, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Ulland Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

UIA offers multiple separately managed account investment strategies including Intelligent Fixed Income, Intelligent Fixed Income GOV, Intelligent Fixed Income IG, Defensive Growth, and Intelligent Blend, covering fixed income, equity, and blended approaches.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Fixed IncomeEquitySeparately Managed AccountsDefensive GrowthPreferred StocksU.S. TreasuriesInvestment Grade SecuritiesCapital AppreciationCurrent IncomeBoutique Investment Advisory

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Minneapolis, MN
SEC file number:
801-57473

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 8, 2026

View full firm profile

Other advisors at Ulland Investment Advisors, LLC

2 other advisors in the directory

View Ulland Investment Advisors, LLC firm profile

Similar advisors in Minneapolis, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel Javner Beebe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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