Robert
Dignan

Highland Investment Advisors LLC

CRD#2940253
Investment Advisor
in Delafield, WI

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About this Advisor

Robert Dignan is a financial advisor based in Delafield, Wisconsin, working with Highland Investment Advisors LLC. Robert has previously held positions at Avantax Insurance Services, Inc, Highland Investment Advisors LLC, Next Chapter Financial Planning, LLC, R&R Wealth Management, LLC, Cedar Point Investment Advisor, Inc/Midland Financial Advisors, Totally Square Photography, LLC, Avantax Investment Services, Inc, and Avantax Advisory Services. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona, California, Illinois, Minnesota, North Carolina, and Wisconsin. Currently, Robert is part of Highland Investment Advisors LLC, which operates out of Delafield, Wisconsin. The firm has 3 offices and 9 employees. The firm manages assets totaling $239.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Highland Investment Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3960 Hillside Drive Suite 330
Delafield, WI 53018

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Highland Investment Advisors LLC Brokerage Details

Total Assets Under Management

$239,235,868

WI Average: $1,855,561,029
Total Number of Employees

9

WI Average: 62
Total Number of Accounts

1,203

WI Average: 2,474
Average Account Size

$198,866

WI Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Dignan Work History

2021 - Present (3 years)

Highland Investment Advisors LLC

2021 - Present (3 years)

Next Chapter Finanical Planning, LLC

2020 - 2020 (< 1 year)

Avantax Insurance Services, Inc

2020 - 2020 (< 1 year)

R&R Wealth Management, LLC

2020 - 2020 (< 1 year)

Avantax Investment Services, Inc

2020 - 2020 (< 1 year)

Avantax Advisory Services

2015 - 2020 (5 years)

Totally Square Photography, LLC

2009 - 2019 (10 years)

Cedar Point Investment Advisor, Inc/Midland Financial Advisors

Disclosures

Please visit the SEC profile of Robert Dignan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Highland Investment Advisors LLC

Beverly Whitman
Ponte Vedra, FL
William Morrison
Ponte Vedra, FL
Adam Stoeckler
Ponte Vedra, FL
Anastasiya Kolodiy
Ponte Vedra, FL
Robert Dignan
Delafield, WI
Adam Drake
Ponte Vedra, FL
Russell Stoeckler
Ponte Vedra, FL
Kenneth Karr
Bellingham, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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