Brad O'Loughlin
Director of Financial Planning
Principal
CFP®,
ChFC®
Education
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University of Wisconsin-Madison
Finance, Investments, and Banking
Brad O’Loughlin is the Director of Financial Planning 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.
- What is your favorite sports team?
Wisconsin Badgers. Growing up in Madison, how could it not be!
- What is your favorite family vacation?
Our family cabin in the Upper Peninsula of Michigan. I spent many summers weeks during my childhood there, and it still is my favorite summer getaway.
- What is you most hated household chore?
Cleaning the bathroom – no explanation needed here.
- What song would you sing at karaoke night?
I don’t think anyone wants to suffer through this, but it would be “Wagon Wheel” by Darius Rucker.
- Are you an early bird or night owl?
Early bird. The earlier I can go to bed, the better!
- When trick or treating as a kid was there any kind of candy that you didn’t like to get?
I know it is a Halloween staple, but I have never been a fan of candy corn.