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David Zelotes Rice

Resonant Capital Advisors, LLC

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About David Zelotes Rice

David Zelotes Rice is an investment advisor representative registered with Resonant Capital Advisors, LLC in Wisconsin. David has a Series 65 license and is active in the investment industry. David's career in the financial services industry started in 03/2012 at U.S. Bancorp. David has served clients in Wisconsin and Oregon and has experience at Trust Point Inc and Resonant Capital Advisors, LLC. David is also a registered Investment Advisor Representative with Resonant Capital Advisors, LLC in Wisconsin. David specializes in providing investment, institutional and business consulting services.

Firm Information

David Rice 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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David Rice’s Registration & Firm History

WI

09/09/2022 - Present

Resonant Capital Advisors, LLC (MADISON WI)

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Licenses & Designations

IA

Issued 09/09/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Zelotes Rice.
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