Connor Morse, financial advisor Madison WI
88 score

Connor Morse

CRD Number: 5915546
Current Firm: Wisconsin Capital Management, LLC

Connor Morse (CRD# 5915546) is an Investment Advisor Representative working at Wisconsin Capital Management, LLC in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sva Plumb Wealth Management, LLC Madison, WI Sep 2015 - Current 2
Sva Plumb Wealth Management, LLC Madison, WI Mar 2014 - Sep 2015 1
Wisconsin Chalet Corporation Edgerton, WI Feb 2012 - Feb 2014 2
Syke Financial Services Hartland, WI Apr 2011 - Feb 2012 < 1
Arbor Systems Tree Removal Oregon, WI May 2009 - Apr 2011 1
Maple Leaf Landscaping Verona, WI May 2008 - May 2009 1
Uw-whitewater Whitewater, WI Sep 2007 - May 2009 1
William W. Thousand, Cpa Mt. Horeb, WI Sep 2006 - Sep 2007 1
Subway Restaurants Mt. Horeb, WI May 2005 - Sep 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Connor B. Morse
Phone Number: 608-960-4616
Firm Website:
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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