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Wisconsin Capital Management Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Wisconsin Capital Management is an investment management firm offering financial services for individuals and institutions, including wealth management, retirement planning, and support for trust and estate planning. Founded in 1984, the firm has specialized in separately managed accounts since its inception. It has also served as the manager for its proprietary equity and balanced funds since 2007. The firm emphasizes working closely with clients to define investment goals and determine an appropriate mix of stocks and bonds, with portfolio managers carrying out the implementation and ongoing reviews.

Based in Madison, Wisconsin, the company is a small investment management practice serving both individuals and institutions. Its approach centers on personalized planning and regular revisits of client objectives to keep the asset allocation aligned with goals.

Find Wisconsin Capital Management employees' phone numbers or email addresses

Wisconsin Capital Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Wisconsin Capital Management's Leadership

  • Stylized image of a person
    G. K.
    Client Service Manager
    Phone icon
    Mobile Phone

Wisconsin Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Finance

Contact profiles from Wisconsin Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. K.
    Client Service Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Wisconsin Capital Management known for?

Minus sign iconPlus sign iconWisconsin Capital Management was founded in 1984 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-608-960-****
. Explore Wisconsin Capital Management's company overview page for more information.

What is Wisconsin Capital Management's most common email format?

Minus sign iconPlus sign iconWisconsin Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wisconsin Capital Management email formats with LeadIQ.

How many employees does Wisconsin Capital Management have currently?

Minus sign iconPlus sign iconWisconsin Capital Management has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wisconsin Capital Management's key employees and leadership?

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As of July 2026, Wisconsin Capital Management's key employees include:

  • Client Service Manager: G. K.

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