Wisconsin Capital Management, LLC

Wisconsin Capital Management, LLC (CRD# 110394) is a financial advisory firm headquartered in Madison, WI. They manage $64,094,891 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $9,156,413
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Wisconsin Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nathan M. Plumb
CRD#: 4598158
8020 Excelsior Drive, Suite 402, Madison, WI 53717
93
Wealthminder
score

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.

2
Thomas G. Plumb
CRD#: 1732830
8020 Excelsior Drive, Suite 402, Madison, WI 53717
93
Wealthminder
score

Thomas Plumb (CRD# 1732830) is an Investment Advisor Representative working at Wisconsin Capital Management, LLC in Madison, WI and has over 24 years of experience in the finance industry.

3
Connor B. Morse
CRD#: 5915546
8020 Excelsior Drive Suite 402, Madison, WI 53717
88
Wealthminder
score

Connor Morse (CRD# 5915546) is an Investment Advisor Representative working at Wisconsin Capital Management, LLC in Madison, WI and has over 2 years of experience in the finance industry.

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