A complete list of active advisors currently associated with Highland Financial, LLC

Warmer can help you find a great advisor at Highland Financial, LLC or one who fits your needs even better.

Highland Financial, LLC is a registered investment adviser that offers discretionary portfolio management and prepares individualized investment policy statements to align portfolios with client goals, risk tolerance, and time horizon. The firm’s brochure identifies services for high-net-worth individuals, trusts, small businesses, and charitable organizations, and it reports no assets under management as of the filing date. The firm describes a multi‑method investment process that includes charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and it uses a broad set of strategies such as long- and short-term trading, short sales, margin, and options. Highland Financial generally requests discretionary trading authority, requires custody at a specified broker-dealer, and conducts at least quarterly account reviews with reporting delivered by the custodian. A notable characteristic is the firm’s affiliation with an operating law practice: the principal is a licensed attorney who operates an affiliated law firm, and the ADV discloses specific safeguards (information barriers, a restricted‑list policy, and written disclosures) intended to prevent misuse of material nonpublic information and to mitigate conflicts of interest. It is also uncommon that the firm describes the capability to implement complex trading strategies and to serve institutional and charitable clients while reporting no assets under management and declining proxy‑voting authority.

To learn more about the advisors currently working at Highland Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Trevor Kuresa	Provo, UT	3

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