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Nathan P

Series 63, Series 65

Madison, WI

Wisconsin Capital Management, LLC

Nathan Plumb is a financial advisor with Wisconsin Capital Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple tenures at Wisconsin Capital Management as well as roles at Lincoln Financial Advisors and SVA Wealth Management. Outside of advising, he holds a Wisconsin real estate license, offers health insurance and health savings account services, operates a lodging business for vacation rentals, and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a fundamental growth-at-reasonable-prices investment approach and manages diversified portfolios tailored to clients’ objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Thomas P

Series 63, Series 65

Madison, WI

Wisconsin Capital Management, LLC

Thomas Plumb is a financial advisor at Wisconsin Capital Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wisconsin Capital Management since 2005, as well as previously at SVA Plumb Wealth Management. Outside of his advisory role, he is involved as a general partner in a land acquisition business and as an investor in environmental waste products and construction companies. Wisconsin Capital Management provides discretionary investment management, financial planning, and advisory services to individuals, high‑net‑worth clients, corporations, charitable organizations, and two registered investment companies. The firm emphasizes fundamental growth-at-reasonable-prices analysis and maintains diversified portfolios aligned with client objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Real estate investing
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