Richard Allan Thompson
Investment adviser representative at Resonant Capital Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Resonant Capital Advisors, LLCOct 2018 to now
- First Business Trust & InvestmentsJul 2012 to Oct 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Resonant Capital Advisors, LLC
$3BAssets managed
619Clients
15Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2293210
- Firm CRD
- 298451