Brookfield, WI 15420 W. Capitol Drive Office

Resonant Capital Advisors is an SEC-registered advisory firm that manages approximately $2.95 billion for a mix of individual and high-net-worth clients, families, institutions and retirement plans. The firm offers financial planning and consulting, discretionary and non‑discretionary investment management, retirement plan consulting, and business/institutional consulting, and it also advises on held-away products such as variable life insurance and annuity contracts.

The firm’s investment process is tailored to client risk tolerance and financial plans, using forward‑looking capital markets assumptions to guide asset allocation across cash, fixed income, equities and alternatives. Portfolios blend active, passive and factor strategies, emphasize bottom‑up equity selection (with attention to free cash flow and low turnover) and higher‑quality fixed income with neutral duration, and rely on manager due diligence, Independent Managers and ongoing monitoring of subadvisors and alternative investments.

Resonant’s brochure discloses several features that distinguish it from many peers: it is affiliated through common ownership with QBCo Advisory, LLC, a tax advisory and preparation firm (a disclosed referral/conflict relationship), and it documents family‑owned investment entities, client‑managed fund‑of‑funds and advisory‑committee roles that provide connections to private fund sponsors and sponsor‑led opportunities. The firm also highlights its role presenting private placement and alternative investment opportunities to eligible clients and its handling of assets maintained at underwriting insurance companies, each of which the brochure identifies and describes.