Wisconsin Capital Management, LLC

Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Outside of his advisory role, Plumb is a licensed real estate agent and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management primarily for individual and high-net-worth clients and serves as adviser to two SEC-registered mutual funds. The firm employs a fundamental, growth-at-reasonable-prices approach and manages client assets across multiple platforms, including wrap fee programs and trade-signaling services.

Thomas Plumb is a financial advisor at Wisconsin Capital Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wisconsin Capital Management since 2005, as well as at SVA Plumb Wealth Management from 2011 to 2019. Outside of his advisory role, he is an owner and general partner of Forest Edge, LLC, a land acquisition business. Wisconsin Capital Management provides discretionary investment management primarily for individual and high-net-worth clients and serves as the investment adviser to two SEC-registered mutual funds, the Plumb Balanced Fund and the Plumb Equity Fund. The firm emphasizes a fundamental, growth-at-reasonable-prices approach, managing diversified portfolios across equities and fixed income while also offering trade-signaling services and limited business consulting.