Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gerald Plumb is an Investment Advisor Representative at Wisconsin Capital Management, LLC in Madison, WI. Thomas is registered with the state of Wisconsin. He has been in the securities industry for 25 years. Thomas's firm has been in operation for 19 years. Wisconsin Capital Management, LLC manages over $265 million in client assets.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WI
05/31/2002 - Present
Wisconsin Capital Management, LLC (MADISON WI)
IA
Issued 04/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1987
Series 2 - Non-Member General Securities Examination
Active
Inactive
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