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8020 Excelsior Drive Ste. 402, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2002-05-31 |
Branch Locations
8020 Excelsior Drive Ste. 402, Madison, WI 53717 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisconsin Capital Management, Llc | Madison | WI | 01/2005 | Present |
| Sva Plumb Wealth Management, Llc | Madison | WI | 02/2011 | 04/2019 |
FOREST EDGE, LLC, INVESTMENT-RELATED, MADISON, WI, LAND ACQUISITION, OWNER, OUTSIDE OF SECURITIES TRADING HOURS, NO CONFLICT; GENERAL PARTNER; PEGASUS SUSTAINABILITY SOLUTIONS, INC., NON-INVESTMENT RELATED, 2693 RESEARCH PARK DRIVE, STE. 201, FITCHBURG, WI 53711, ENVIRONMENT WASTE PRODUCT, INVESTOR, 9/2014, NO PERSONAL ACTIVITY, O HRS/MONTH; INTERCON CONSTRUCTION, INC., 5512 STATE ROAD 19 & 113, WAUNAKEE, WI 53597, NON-INVESTMENT RELATED, CONSTRUCTION, INVESTOR, 9/2011, O HRS/MONTH. Clandestine Materials Detection, Inc. (CMD), Not investment related, 2555 Industrial Dr. Monona WI 53713, high-tech startup specializes in advanced systems for identifying concealed explosives and nuclear fission and fusion science. President, Chief Executive Officer, and Director. March 31, 2026. 20 hours, 1 hour, The officers of the corporation are authorized and directed to take any and all actions necessary to carry our the intent of the foregoing resolutions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-18 |
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