Robert Terrence Dignan
Investment adviser representative at Highland Investment Advisors LLC
17 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$368.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Highland Investment Advisors LLCJan 2021 to now
- Next Chapter Finanical Planning, LLCJan 2021 to now
- Avantax Advisory ServicesMar 2020 to Sep 2020
- Avantax Investment Services, Inc.Mar 2020 to Sep 2020
- Avantax Insurance Services, Inc.Mar 2020 to Aug 2020
- R&r Wealth Management, LLCMar 2020 to Aug 2020
- Totally Square Photography, LLCJan 2015 to Oct 2020
- Cedar Point Investment Advisor, Inc./midland Financial Advisors,Apr 2009 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, IL, MN, NC, WI).
Highland Investment Advisors LLC
$368.3MAssets managed
605Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2940253
- Firm CRD
- 141694