Joshua Jay Zahn
Investment adviser representative at Resonant Capital Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$3BFirm assets
Are you Joshua Jay Zahn? Claim your profile
Contact this firm
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
11 years in the industry.
- Resonant Capital Advisors, LLCJul 2024 to now
- Orgel Wealth ManagementJun 2022 to Jul 2024
- Indiana University - Kelley School of BusinessMay 2021 to Jun 2022
- University of Wisconsin - Eau ClaireJan 2021 to May 2021
- Securities America, Inc.Feb 2020 to Sep 2020
- Goldstein AdvisorsJun 2019 to Dec 2020
- Voyos Development Group LLCJun 2019 to Feb 2020
- Goldstein AdvisorsJun 2018 to May 2019
- University of Wisconsin-eau ClaireSep 2015 to Jun 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 6963968
- Firm CRD
- 298451