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Abbigail Kuna

Highland Investment Advisors LLC

Brookfield, WI

Ponte Vedra, FL

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Current Employers
Highland Investment Advisors Llc

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-30
  • WI RA
    APPROVED
    Since 2026-06-30

Branch Locations

175 Patrick Blvd Suite 120, Brookfield, WI 53045 • United States

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Investment Advisors, Llc Ponte Vedra FL 06/2026 Present
Full Time Student La Crosse WI 01/2016 12/2022
Regency Senior Communities Brookfield WI 05/2024 07/2025
Highland Investment Advisors, Llc Ponte Vedra FL 11/2025 Present
Onalaska School District Onalaska WI 03/2024 05/2024
Creamery Creek Senior Living Stoddard WI 02/2023 02/2024
Kcd Financial Brookfield WI 06/2019 12/2020
Unemployed Brookfield WI 08/2025 10/2025
  • 06/2026 → Present
    Highland Investment Advisors, Llc
    Ponte Vedra, FL
  • 01/2016 → 12/2022
    Full Time Student
    La Crosse, WI
  • 05/2024 → 07/2025
    Regency Senior Communities
    Brookfield, WI
  • 11/2025 → Present
    Highland Investment Advisors, Llc
    Ponte Vedra, FL
  • 03/2024 → 05/2024
    Onalaska School District
    Onalaska, WI
  • 02/2023 → 02/2024
    Creamery Creek Senior Living
    Stoddard, WI
  • 06/2019 → 12/2020
    Kcd Financial
    Brookfield, WI
  • 08/2025 → 10/2025
    Unemployed
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-26
  • S65 Uniform Investment Adviser Law Examination
    2026-06-26

View on SEC IAPD

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Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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