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Robert Terrence Dignan

Investment Adviser Representative at HIGHLAND INVESTMENT ADVISORS LLC

Brookfield, WICRD #2940253Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
6 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
ArizonaCaliforniaIllinoisMinnesotaNorth CarolinaWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/17/2020
Series 65
Uniform Investment Adviser Law Examination
Passed 6/3/2004
Series 7
General Securities Representative Examination
Passed 8/13/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/6/1997
Series 24
General Securities Principal Examination
Passed 11/18/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Highland Investment Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HIGHLAND INVESTMENT ADVISORS LLCCurrent
1/13/2021Brookfield, WI
AVANTAX ADVISORY SERVICES
3/13/20209/2/2020Waukesha, WI
MIDLAND FINANCIAL ADVISORS, INC.
6/12/20091/9/2019Delafield, WI
CAPITAL FINANCIAL SERVICES, INC.
8/30/200512/31/2009Delafield, WI
MCSHERRY ANDERSON
6/29/20065/2/2007Wauwatosa, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Terrence Dignan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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