Conceptual Financial Advisors, LLC
Conceptual Financial Advisors, LLC (CRD# 167513) is a financial advisory firm headquartered in Appleton, WI. They manage $138,282,143 in 720 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management138MILLION
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Total Number of Accounts720ACCOUNTS
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Average Account Value$192,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, WI
Gary Brewton (CRD# 4998814) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 18 years of experience in the finance industry.
Adam Gafner (CRD# 4876791) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 19 years of experience in the finance industry.
Chad Nehring (CRD# 4417406) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 22 years of experience in the finance industry.