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Thomas A Marini

Resonant Capital Advisors, LLC

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About Thomas A Marini

Thomas Marini is a registered investment advisor representative with Resonant Capital Advisors, LLC. Thomas has been in the industry since 2017 and has experience in various sectors, including the cheese industry. Thomas is also a board member for Pine River Pre-Pack, Inc. Thomas has a Series 66, Series 7, and SIE license and specializes in investment, institutional, and business consulting services. Resonant Capital Advisors, LLC is a Wisconsin-based investment advisor that provides a variety of services to individuals, institutions, and businesses.

Firm Information

Thomas Marini 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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Thomas Marini’s Registration & Firm History

WI

05/10/2022 - Present

Resonant Capital Advisors, LLC (MADISON WI)

WI

09/01/2021 - 05/11/2022

SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)

WI

06/26/2017 - 09/05/2019

WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 08/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas A Marini.
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