Nathan Plumb, financial advisor Madison WI
93 score

Nathan Plumb

CRD Number: 4598158
Current Firm: Wisconsin Capital Management, LLC

Nathan Plumb (CRD# 4598158) is an Investment Advisor Representative working at Wisconsin Capital Management, LLC in Madison, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wisconsin Capital Management, LLC Madison, WI Jan 2015 - Current 1
Sva Plumb Wealth Management, LLC Madison, WI Sep 2013 - Dec 2014 1
Sva Plumb Wealth Management, LLC Madison, WI Feb 2011 - Dec 2014 3
Sva Plumb Wealth Management, LLC Madison, WI Feb 2011 - Dec 2014 3
Wisconsin Capital Management, LLC Madison, WI Jan 2005 - Dec 2014 9
Quasar Distributors, LLC Milwaukee, WI Apr 2007 - Jul 2013 6
Thompson Plumb Trust Company Madison, WI Mar 2003 - Jan 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Nathan M. Plumb
Phone Number: 608-960-4616
Firm Website:
Registered State(s):
  • IL
  • 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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This advisor has a clean track record with regulators.

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