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Advisors / Wisconsin / Madison
29yrs

David Devito

Financial advisor at Resonant Capital Advisors

David Devito has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Madison, Wisconsin. David joined Resonant Capital Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Resonant Capital Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 702 advisors with offices in Madison, and one of 632 fiduciaries.

Madison, WI 53703Top 14% by experience at Resonant Capital AdvisorsFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 14% by experience at Resonant Capital Advisors
Office33 E. Main Street Suite 440, Madison, WI 53703
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.73 million
Advisors at the firm14
States licensed ?1 state

Services through Resonant Capital Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About David

How do I contact David?

Call Resonant Capital Advisors at (608) 733-6220 and ask for David Devito. David works from the Madison, WI office.

How long has David been a financial advisor?

David has been in the industry since 1997, about 29 years. Top 14% by experience at Resonant Capital Advisors.

What licenses does David hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Resonant Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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