Daniel Penning Blake

Employer firm

Resonant Capital Advisors, LLC CRD 298451

$2.96B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2018
  Healthx Ventures
  Madison, WI
• 10/2018 → Present
  Resonant Capital Advisors, Llc
  Madison, WI

Other Businesses

(1) FOREST DATA NETWORK, LLC; NOT INVESTMENT RELATED; DIRECTOR;MADISON, WI; 5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; MANAGEMENT OF ONLINE PUBLICATION IN FORESTRY INDUSTRY. (2) RCA HOLDCO, INC; NOT INVESTMENT-RELATED; MADISON, WI; HOLDING COMPANY; SHAREHOLDER; 12/27/2024; ZERO HOURS/MONTH; DUTIES: NONE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-11