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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Zahn is a financial advisor with Resonant Capital Advisors, LLC, based in Madison, WI. Joshua Zahn has been working in the financial industry since 2020. Joshua Zahn is registered with the state of Wisconsin as an Investment Advisor Representative. Joshua Zahn holds the Series 65, Series 7TO, and SIE licenses. Joshua Zahn also holds the Certified Financial Planner designation. Prior to joining Resonant Capital Advisors, LLC, Joshua Zahn worked at Securities America, Inc. Joshua Zahn also teaches an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment, institutional and business consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
09/04/2024 - Present
Resonant Capital Advisors, LLC (MADISON WI)
WI
03/09/2020 - 09/30/2020
SECURITIES AMERICA, INC. (MIDDLETON WI)
IA
Issued 03/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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