Abbigail Kuna
Investment adviser representative at Highland Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$368.3MFirm assets
5 yearsFirm in business
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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
10 years in the industry.
- Highland Investment Advisors, LLCNov 2025 to now
- UnemployedAug 2025 to Oct 2025
- Regency Senior CommunitiesMay 2024 to Jul 2025
- Onalaska School DistrictMar 2024 to May 2024
- Creamery Creek Senior LivingFeb 2023 to Feb 2024
- Kcd FinancialJun 2019 to Dec 2020
- Full Time StudentJan 2016 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8306194
- Firm CRD
- 141694