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Thomas Plumb

Wisconsin Capital Management, LLC
42 Years of Experience
Madison, WI
1 Disclosure
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Thomas Plumb is a registered investment advisor at Wisconsin Capital Management, LLC, based in Madison, WI, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 74 clients with $290M in assets under management.

Wisconsin Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$293.6M

Location

8020 Excelsior Drive Ste. 402, Madison, WI, 53717

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2019
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Other Business Activities

Thomas is the owner of Forest Edge, LLC, involved in land acquisition. He is also an investor in Pegasus Sustainability Solutions, Inc. and Intercon Construction, Inc., dedicating minimal time to these activities.

Employment History
Current Registrations
Wisconsin Capital Management, LLC
May 2002 - Present · 24 yrs 5 mos
Previous Registrations
Sva Wealth Management, LLC
January 2012 - April 2019 · 7 yrs 3 mos
Wisconsin Capital Management, LLC
June 1984 - December 2016 · 32 yrs 6 mos
State Registrations1 state
WI
Advisor

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Exams
No exam information available for this advisor.
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