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Resonant Capital Advisors, LLC CRD 298451
$2.96B regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
33 E. Main Street Suite 440, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| WI | RA | APPROVED | 2018-10-23 |
Branch Locations
33 East Main Street Suite 440, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Investment Advisors, Llc | Madison | WI | 12/2012 | 10/2018 |
| Resonant Capital Advisors, Llc | Madison | WI | 10/2018 | Present |
(1) METONGA INVESTMENT HOLDINGS, LLC. THIS IS AN INVESTMENT RELATED BUSINESS LOCATED IN WAUNAKEE, WI 53597. THIS IS AN INVESTMENT VEHICLE FOR HIS FAMILY WHERE HE SERVES AS PRESIDENT AS OF 2/8/2016. 1 HOUR PER MONTH WILL BE DEVOTED TO THE BUSINESS BY SELECTING INVESTMENTS AND COORDINATING TAX AND LEGAL MATTERS. (2) RCA HOLDCO, INC; NOT INVESTMENT-RELATED; MADISON, WI; HOLDING COMPANY; SHAREHOLDER; 12/27/2024; ZERO HOURS/MONTH; DUTIES: NONE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-06 |
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