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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: UPLAND INVESTMENT Advisers, LLC CRD Number: 109610Annual Amendment All
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Gather all relevant financial information such as income, expenses, assets, and debts.
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Contact Ulland Investment Advisors LLC either through their website or by phone to schedule a consultation.
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Meet with a financial advisor from Ulland Investment Advisors LLC to discuss your financial goals and risk tolerance.
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Fill out the necessary paperwork provided by Ulland Investment Advisors LLC, including a client questionnaire and account opening forms.
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Provide any additional documentation requested by Ulland Investment Advisors LLC, such as tax returns or investment statements.
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Individuals looking for professional help managing their investments and financial planning.
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Ulland Investment Advisors LLC is a registered investment advisory firm that provides investment management services to clients.
Ulland Investment Advisors LLC is required to file with the Securities and Exchange Commission (SEC) as an investment advisory firm.
To fill out Ulland Investment Advisors LLC, the firm must accurately report their assets under management, client base, and other necessary information to the SEC.
The purpose of Ulland Investment Advisors LLC is to provide professional investment management services to clients seeking to grow their wealth and achieve their financial goals.
Ulland Investment Advisors LLC must report information such as assets under management, fees charged, investment strategies employed, and any potential conflicts of interest.
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