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Nathan Marek Plumb

Wisconsin Capital Management, LLC

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About Nathan Marek Plumb

Nathan Plumb is an investment advisor representative with Wisconsin Capital Management, LLC. Nathan Plumb has been in the industry for over 17 years and has experience working with individuals, high-net-worth individuals, corporations, and investment companies. Nathan Plumb offers a variety of services, including portfolio management for individuals and investment companies. Nathan Plumb has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Nathan Plumb is currently registered with Wisconsin Capital Management, LLC. Wisconsin Capital Management, LLC is an investment advisor based in Madison, WI. The firm manages approximately $265 million in assets for individual, corporate, and institutional clients. Services include portfolio management for individuals, investment companies, and businesses. The firm also participates in wrap fee programs.
Wisconsin Capital Management, LLC

8020 EXCELSIOR DRIVE STE. 402

MADISON, WI 53717

$265.88M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathan Plumb’s Registration & Firm History

WI

08/25/2023 - Present

Wisconsin Capital Management, LLC (MADISON WI)

WI

12/09/2016 - 10/05/2020

LINCOLN FINANCIAL ADVISORS CORPORATION (MADISON WI)

ME

05/16/2007 - 07/08/2013

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

ME

04/30/2003 - 03/01/2005

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

WI

12/17/2002 - 03/25/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 01/30/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/02/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Nathan Marek Plumb. Review regulatory record here.
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