CONCEPTUAL FINANCIAL ADVISORS, LLC

APPLETON, Wisconsin·1 registered advisor·CRD# 167513
SEC# 801-1234282920-731-9500
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONCEPTUAL FINANCIAL ADVISORS, LLC

1 registered advisor
Chad Lee Nehring
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. CONCEPTUAL FINANCIAL ADVISORS, LLC (CRD# 167513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.