Nathan Marek Plumb

Current Employers

Employment History

• 01/2015 → 09/2016
  Wisconsin Capital Management, Llc
  Madison, WI
• 09/2016 → 09/2020
  Lincoln Financial Advisors
  Madison, WI
• 10/2020 → 09/2022
  Wisconsin Capital Management, Llc
  Madison, WI
• 07/2023 → Present
  Wisconsin Capital Management, Llc
  Madison, WI
• 10/2022 → 02/2023
  Unemployed-Extended Travel
  Madison, WI
• 02/2023 → 07/2023
  Wisconsin Capital Management, Llc
  Madison, WI

Previous Registrations

• 2020-10-14 → 2022-10-28
  Wisconsin Capital Management, Llc
  Madison, WI
• 2017-02-01 → 2020-10-05
  Osaic Fa, Inc.
  Madison, WI
• 2003-04-29 → 2017-01-24
  Wisconsin Capital Management, Llc
  Madison, WI
• 2003-09-03 → 2016-12-31
  Wisconsin Capital Management, Llc
  Madison, WI
• 2012-01-12 → 2014-12-31
  Sva Wealth Management, Llc
  Madison, WI
• 2011-09-23 → 2012-01-10
  Sva Wealth Management, Inc.
  Madison, WI

Other Businesses

1) NATHAN PLUMB 122 South Hancock St. Madison WI 53703 CATEGORY: REAL ESTATE LICENSED AGENT INVESTMENT RELATED: NO TITLE: AGENT DUTIES:HOLDING WISCONSIN REAL ESTATE LICENSE #78132 FOR SALES TO FRIENDS AND FAMILY START DATE: 01/22/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) NATHAN PLUMB 406 SCIENCE DRIVE, SUITE 310 MADISON, WI 53711-1068 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING HEALTH INSURANCE AND HEALTH SAVINGS ACCOUNT SERVICES START DATE: 09/14/2016 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 0 3) Nathan Plumb/AirBnB Investment related: No 122 South Hancock St. Madison WI 53703 Nature of business: lodging for homestays and vacation rentals Position: Provide lodging of home Title/Relationship: Contractor Start Date: 5.13.2022 Hours devoted: 40 hours Hours devoted during trading hours: 1 hour Airbnb is a company that provides the platform for vacation rentals for certified owners. 4) Nathan Plumb, Board Member Wisconsin Veterans Museum Foundation, Inc. Non-Investment Related 30 W Mifflin St. Madison, WI 53703 Wisconsin's premier military history museum and key educational activity of the Wisconsin Department of Veterans Affairs. The museum showcases the stories of Wisconsin veterans of all branches service, demonstrating the enduring veteran experience. Board Member since 12/11/2025 10 hours a month devoted on a monthly basis. 1 hour devoted during security trading hours Interpret the organization's work and values to the community, represent the organization, and act as a spokesperson. Attend board meetings, committee meetings and special events for fundraising.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-30
• S65 Uniform Investment Adviser Law Examination
  2003-09-02

Other Names

• Nathan M Plumb
• Nathan M Plumb