Highland Investment Advisors LLC

Highland Investment Advisors LLC (CRD# 141694) is a financial advisory firm headquartered in Mequon, WI. They manage $80,069,114 in 288 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $278,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OR, WA, WI

Financial Advisors at Highland Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adam S. Drake
CRD#: 3234115
1025 W Glen Oaks Ln, Ste 108, Mequon, WI 53092
96
Wealthminder
score

Adam Drake (CRD# 3234115) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Mequon, WI and has over 16 years of experience in the finance industry.

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