Highland Investment Advisors LLC

CRD 141694 · Ponte Vedra, FL · $368.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 141694
SEC number: 801-120113
Firm type: RIA
Assets under management: $368.3M as of Jun 30, 2026
Website: www.highlandinvestmentadvisors.com ↗
Phone: 414-755-2309
Address: 466 Town Plaza Ave, Ponte Vedra, FL, 32081

Advisors at this firm

10 in our index · page 1 of 1

Robert Terrence DignanCRD 2940253 · Brookfield, WI

IA RegisteredRegistration inactive
Adam Sean DrakeCRD 3234115 · Ponte Vedra, FL

IA Registered
Scott John KeipperCRD 5056470 · Brookfield, WI

IA Registered
Anastasiya KolodiyCRD 7192436 · Ponte Vedra, FL

IA Registered
Abbigail KunaCRD 8306194 · Brookfield, WI

IA Registered
William David MorrisonCRD 6192032 · Brookfield, WI

IA Registered
Ryan M. MoranCRD 6984569 · Brookfield, WI

IA RegisteredRegistration inactive
Adam Russell StoecklerCRD 5841666 · Brookfield, WI

IA Registered
Beverly Patrick WhitmanCRD 6264375 · Ponte Vedra, FL

IA RegisteredRegistration inactive
Mark Monroe WhitmanCRD 7076144 · Ponte Vedra, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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