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.
Wisconsin Badgers. Growing up in Madison, how could it not be!
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.
Cleaning the bathroom – no explanation needed here.
I don’t think anyone wants to suffer through this, but it would be “Wagon Wheel” by Darius Rucker.
Early bird. The earlier I can go to bed, the better!
I know it is a Halloween staple, but I have never been a fan of candy corn.