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Daniel Penning Blake

Resonant Capital Advisors, LLC

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About Daniel Penning Blake

Daniel Blake is a registered Investment Advisor Representative with Resonant Capital Advisors, LLC in Madison, Wisconsin. Daniel has been in the industry since January 2013 and has experience with a variety of clients including high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. Daniel has a Series 65 license. Resonant Capital Advisors, LLC provides a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Daniel Blake is currently registered with Resonant Capital Advisors, LLC. Resonant Capital Advisors, LLC is an investment advisor located in Madison, WI. The firm provides investment, institutional and business consulting services, as well as financial planning, pension consulting, and selection of other advisors. Resonant Capital Advisors manages approximately $1.75 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm has 11 investment advisor representatives.
Resonant Capital Advisors, LLC

33 E. MAIN STREET

MADISON, WI 53703

$1.75B

Assets Under Management

13

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment, institutional and business consulting services

Investment, institutional and business consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Blake’s Registration & Firm History

WI

02/11/2019 - Present

Resonant Capital Advisors, LLC (Madison WI)

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Licenses & Designations

IA

Issued 02/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Penning Blake.
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