Best Investors Account Sign in
Inactive

Bradley James O'LOughlin

Resonant Capital Advisors, LLC

Madison, WI

CRD 6693862

Claim This Profile
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:

Current Employers
Resonant Capital Advisors, Llc

33 E. Main Street Suite 440, Madison, WI 53703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-04
WI RA APPROVED 2018-12-17
  • TX RA
    APPROVED
    Since 2026-03-04
  • WI RA
    APPROVED
    Since 2018-12-17

Branch Locations

33 East Main Street Suite 440, Madison, WI 53703 • 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
Heck Capital Advsiors Rhinelander WI 06/2016 12/2018
Resonant Capital Advisors, Llc Madison WI 12/2018 Present
Previous Registrations
Other Businesses

RCA HOLDCO, INC; NOT INVESTMENT-RELATED; MADISON, WI; HOLDING COMPANY; SHAREHOLDER; 12/27/2024; ZERO HOURS/MONTH; DUTIES: NONE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-17
  • S65 Uniform Investment Adviser Law Examination
    2016-08-17
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Brad O'LOughlin

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Madison, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor