Robert
Dignan
Highland Investment Advisors LLC
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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
Services Offered
Fee Structure
Office Location
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Highland Investment Advisors LLC Brokerage Details
$239,235,868
9
1,203
$198,866
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Dignan Work History
Highland Investment Advisors LLC
Next Chapter Finanical Planning, LLC
Avantax Insurance Services, Inc
R&R Wealth Management, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Totally Square Photography, LLC
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
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
Ponte Vedra, FL
Bellingham, WA
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