Unclaimed Profile

Chad Lee Nehring

CONCEPTUAL FINANCIAL ADVISORS, LLC·APPLETON, Wisconsin

SIE, Series 7, Series 66CFP21 years registeredCONCEPTUAL FINANCIAL ADVISORS, LLC

2561 E. CALUMET ST., APPLETON, WI 54915CRD# 4417406Firm CRD# 167513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Lee Nehring · APPLETON, WI

Registration

CRD #4417406 · CONCEPTUAL FINANCIAL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CONCEPTUAL FINANCIAL ADVISORS, LLC

May 2013 – present

TITLETOWN WEALTH MANAGEMENT, LLC

Feb 2023 – Jan 2026

GREEN BAY, WI

CONCEPTUAL INVESTMENT ADVISORS, INC.

Aug 2005 – Dec 2015

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 12, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2007Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONCEPTUAL FINANCIAL ADVISORS, LLC

CRD 167513 · SEC 801-123428

AUM

$138M

Regulatory assets under management

Employees

720 client accounts

Services offered by CONCEPTUAL FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONCEPTUAL FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Lee Nehring offer?

Chad Lee Nehring specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Chad Lee Nehring's credentials?

Chad Lee Nehring holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Lee Nehring located?

Chad Lee Nehring is based in APPLETON, Wisconsin, working with CONCEPTUAL FINANCIAL ADVISORS, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Chad Lee Nehring charge for services?

Chad Lee Nehring's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCEPTUAL FINANCIAL ADVISORS, LLC?

CONCEPTUAL FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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