Chief Compliance Officer · Wisconsin Capital Management, LLC
Bonnie M. Romani
CRD 2884417 · Named on Form ADV at one SEC-registered adviser
At a glance
Wisconsin Capital Management, LLC, an SEC-registered wealth manager based in Madison, WI with $294 million in regulatory assets, lists Bonnie M. Romani on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Wisconsin Capital Management, LLCChief Compliance OfficerWealth manager · Madison, WI · $294M in regulatory assets
AtlasMembers
Bonnie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas G. PlumbPresident, Managing Member, Wisconsin Capital Management, LLC
- Nathan M. PlumbVice President, Wisconsin Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.