Ian
Joyce

Resonant Capital Advisors, LLC

CRD#7493823
Investment Advisor
in Madison, WI

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About this Advisor

Ian Joyce is a financial advisor based in Madison, Wisconsin, working with Resonant Capital Advisors, LLC. Ian has previously held positions at Resonant Capital Advisors, LLC, Resonant Capital Advisors, Hovde Capital Advisors, First Business Bank, and the University Of Chicago. Ian has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Ian is part of Resonant Capital Advisors, LLC, which operates out of Madison, Wisconsin. The firm has 1 office and 19 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Resonant Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33 E. Main Street Suite 440
Madison, WI 53703

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Resonant Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,747,858,866

WI Average: $2,826,565,184
Total Number of Employees

19

WI Average: 43
Total Number of Accounts

1,981

WI Average: 1,898
Average Account Size

$882,311

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ian Joyce Work History

2022 - Present (3 years)

Resonant Capital Advisors, LLC

2021 - Present (4 years)

Resonant Capital Advisors

2017 - 2021 (4 years)

Hovde Capital Advisors

2015 - 2016 (1 year)

First Business Bank

2011 - 2015 (4 years)

University Of Chicago

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Disclosures

Please visit the SEC profile of Ian Joyce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Resonant Capital Advisors, LLC

Carlton Dewey
Madison, WI
Logan Knecht
Madison, WI
Daniel Blake
Madison, WI
Thomas Marini
Madison, WI
Bradley O'Loughlin
Madison, WI
Walter Dewey
Madison, WI
Richard Thompson
Madison, WI
Benjamin Dickey
Madison, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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