Brad O'Loughlin

Financial Planning & Client Relationship Associate
CFP®,
ChFC®

Education

  • University of Wisconsin-Madison

    Finance, Investments, and Banking

Resonant Bio Image Brad

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.

If you have an open schedule on a weekend to do anything, what do you enjoy doing?

Really anything outdoors, but golf has always been my passion. A typical weekend has at least one round scheduled into it.

If you could visit anywhere in the world you’ve never been, where would you go?

Given my Irish heritage, Ireland (a golf trip including Scotland would be ideal).

How do you prefer to start your day?

I first like to get some sort of exercise in (usually a run), followed by a cup of coffee and news.

What profession did you want to have when you were young?

Like many other children, working as a first responder was always my dream. My neighbor growing up was a Madison Police Officer and he played a large role in this.

What is the first job you ever held?

At the age of 14, I was hired by Vitense Golfland as a range picker. Worked there throughout high school eventually being promoted to a supervisor the summer after senior year.

What’s the one move or tv show that if its one you will always watch?

Breaking Bad. No matter the season, it seems like I notice something new each time I watch it.