Samantha Williams
Investment adviser representative at Resonant Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
$3BFirm assets
8 yearsFirm in business
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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
12 years in the industry.
- Resonant Capital Advisors, LLCJul 2024 to now
- StudentJul 2014 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7966651
- Firm CRD
- 298451