Brad O’Loughlin is a Financial Planning and Client Relationship Associate with Resonant Capital Advisors. Brad constructs comprehensive financial plans for clients, including retirement, investment, education, estate, and insurance planning.
Prior to joining Resonant, Brad worked as a Financial Planning Associate at Heck Capital Advisors in Rhinelander. At Heck Capital, he built, updated, and presented financial plans and investment proposals to current and prospective clients. In addition to planning work, Brad also has significant experience implementing and managing technology solutions that provide clients with greater transparency into their financial circumstances.
A Madison native, Brad graduated from the University of Wisconsin-Madison with a degree in Finance, Investments, and Banking and was chosen to participate in the Wealth Management and Financial Planning Program in the Wisconsin School of Business. Brad is a Certified Financial Planner™ professional (CFP®), Chartered Financial Consultant (ChFC®), and a State of Wisconsin Life Insurance Agent.
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