MANAGING DIRECTOR & OWNER
Email Adam
(414) 755-2309 ext. 101
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FOUNDER & PRIVATE CLIENT ADVISOR
Email Kenneth
(414) 755-2309 ext. 100
PRIVATE CLIENT ADVISOR
Email David
(414) 755-2309 ext. 104
Email Beverly
(904) 436-5223
Email Robert
(414) 755-2309 ext. 102
(414) 755-2309 ext. 109
OFFICE MANAGER
Email Alexis
(414) 755-2309 ext. 107
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PORTFOLIO ANALYST
Email Ana
(414) 755-2309 ext. 105
Email Ryan
(414) 755-2309 ext. 110
Email Scott
(414) 755-2309 ext. 103
Within your community, Highland Investment Advisors has supported the following organizations through time or financial donations:
Bob Kames Foundation
CFA Society of Milwaukee
Corazon da Vida
CourageMKE
Habitat for Humanity St. Augustine
Historic Concordia Neighbors, Inc.
Milwaukee Rescue Mission
Okoa Refuge
St. Johns CARES
University of Wisconsin – Milwaukee Alumni Foundation
Waukesha County Estate Planning Counsel
Wauwatosa Catholic Elementary School
CODE OF ETHICS
PRIVACY POLICY
FORM ADV & CRS
DISCLOSURE
contact
Florida
466 Town Plaza Avenue
Suite 330
Ponte Vedra, FL 32081
Wisconsin
175 Patrick Blvd
Suite 120
Brookfield, WI 53045
(877) 755-2309