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Daniel Penning Blake

RESONANT CAPITAL ADVISORS, LLC·MADISON, Wisconsin
Unclaimed Profile
33 E. MAIN STREET, MADISON, WI 53703CRD# 7002729Firm CRD# 298451
01

About

Daniel Penning Blake is a registered financial advisor based in MADISON, Wisconsin, affiliated with RESONANT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
RESONANT CAPITAL ADVISORS, LLC
RESONANT CAPITAL ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at RESONANT CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7002729
Firm CRD# 298451
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Penning Blake offer?
Daniel Penning Blake specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Daniel Penning Blake's credentials?
Daniel Penning Blake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Penning Blake located?
Daniel Penning Blake is based in MADISON, Wisconsin, working with RESONANT CAPITAL ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Daniel Penning Blake charge for services?
Daniel Penning Blake's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESONANT CAPITAL ADVISORS, LLC?
RESONANT CAPITAL ADVISORS, LLC has approximately 19 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MADISON
Carl Elmer Schultz — SVA WEALTH MANAGEMENT, LLCBarbara R Olson — BAKER TILLY WEALTH MANAGEMENT, LLCBenjamin Nathan Dickey — RESONANT CAPITAL ADVISORS, LLCChristopher Carl Berberet — MADISON ASSET MANAGEMENT, LLCAaron Michael Hager — HARBOUR INVESTMENTS, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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