Trevor Kuresa

HIGHLAND FINANCIAL

PROVO, UT 84604

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CRD#: 7787758

Professional summary

Trevor Kuresa is a registered financial advisor currently at HIGHLAND FINANCIAL, LLC located in Provo, Utah.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Trevor has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Hibiscus Legal (not investment related) Draper, UT Attorney for entrepreneurs and business owners Started September 2021 80 hours per month total and all during securities trading hours Legal work and advice for entrepreneurs and business owners

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kuresa's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2026 - Present

HIGHLAND FINANCIAL, LLC

Office #1: 4844 N 300 W Ste 300, Provo, UT 84604

RIA

CRD#: 334937

PROVO, UT

Past

March 5, 2024 - June 25, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

RIA

CRD#: 329878

OREM, UT

Past

July 25, 2023 - July 17, 2024

DIVERSIFY WEALTH MANAGEMENT LLC

RIA

CRD#: 145593

OREM, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(6/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/21/2023

Uniform Investment Adviser Law Examination

Current Firm

HIGHLAND FINANCIAL, LLC

CRD#: 334937 / SEC#:

Utah

Registered Investment Advisory firm - (6/30/2026 Approved)

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Contact information

Main Address

4844 N 300 W Ste 300, Provo, UT 84604

Mailing Address

Phone number

(801) 577-3445

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Trevor Kuresa

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kuresa's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHLAND FINANCIAL, LLC

DIVERSIFY WEALTH MANAGEMENT, LLC

DIVERSIFY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2023

Current Firm

HIGHLAND FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

HIGHLAND FINANCIAL, LLC

TRUST BUT VERIFY

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