Nathan Marek Plumb
Investment Adviser Representative at Wisconsin Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Marek Plumb is an investment adviser representative with Wisconsin Capital Management, LLC in Madison, WI, where they have been registered since 2023. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Lincoln Financial Advisors Corporation and SVA Plumb Wealth Management, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial AdvisorsSep 2016 – Sep 2020Madison, WI
- Wisconsin Capital Management, LLCOct 2020 – Sep 2022Madison, WI
- Wisconsin Capital Management, LLCJul 2023 – no end date reportedMadison, WI
- Unemployed-Extended TravelOct 2022 – Feb 2023Madison, WI
- Wisconsin Capital Management, LLCFeb 2023 – Jul 2023Madison, WI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wisconsin Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Plumb Funds offers two mutual funds: the Plumb Equity Fund (PLBEX), categorized among Large Growth Funds, and the Plumb Balanced Fund (PLBBX), categorized among Allocation 50-70% Equity Funds. The funds focus on investing in innovative companies positioned to benefit from secular changes in areas such as healthcare and digital payments.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Madison, WI
- SEC file number:
- 801-53829
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Wisconsin Capital Management, LLC
1 other advisor in the directory
View Wisconsin Capital Management, LLC firm profileSimilar advisors in Madison, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Marek Plumb has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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