Conceptual Financial Advisors, LLC

Conceptual Financial Advisors, LLC (CRD# 167513) is a financial advisory firm headquartered in Appleton, WI. They manage $38,678,316 in 246 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $157,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Conceptual Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert D. Pencil
CRD#: 5629535
3962 N. Richmond St., Suite B, Appleton, WI 54913
93
Wealthminder
score

Robert Pencil (CRD# 5629535) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 7 years of experience in the finance industry.

2
Chad L. Nehring
CRD#: 4417406
3962 N. Richmond St., Suite B, Appleton, WI 54913
71
Wealthminder
score

Chad Nehring (CRD# 4417406) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 15 years of experience in the finance industry. Chad Nehring has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles R. Kranzusch
CRD#: 842789
3962 N. Richmond St., Suite B, Appleton, WI 54913
68
Wealthminder
score

Charles Kranzusch (CRD# 842789) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 23 years of experience in the finance industry. Charles Kranzusch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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