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Conceptual Financial Advisors, LLC

● SEC registered since 2022CRD 167513SEC# 801-123428Appleton, WI
Export (members)
Reg. AUM
$189.9M
Employees
4
Accounts
778
Location
Appleton, WI

Conceptual Financial Advisors, LLC assets under management

Conceptual Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Appleton, WI. The firm has been registered since 2022. It reports $189.9 million in regulatory assets under management and employs 4 people.
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Conceptual Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Chad Lee Nehring ControlMember And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Conceptual Financial Advisors, LLC manage?

Conceptual Financial Advisors, LLC reports $189.9 million in regulatory assets under management on its Form ADV.

How many employees does Conceptual Financial Advisors, LLC have?

Conceptual Financial Advisors, LLC reports 4 employees.

Where is Conceptual Financial Advisors, LLC located?

Conceptual Financial Advisors, LLC is based in Appleton, WI and has been SEC-registered since 2022.

Does Conceptual Financial Advisors, LLC disclose fund performance?

Conceptual Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2561 E. Calumet St., Appleton, WI 54915
Phone920-731-9500
Fax920-731-9504
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143.2M
Non-discretionary$46.8M
Total (RAUM)$189.9M