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).

Current Firm Details
2561 E. Calumet St., Appleton, WI 54915
http://ontrackadvisor.com/
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $192,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Conceptual Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gary Brewton, financial advisor Appleton WI
Gary T. Brewton
CRD#: 4998814
2561 E. Calumet St., Appleton, WI 54915

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.

2
Adam Gafner, financial advisor Appleton WI
Adam D. Gafner
CRD#: 4876791
2561 E. Calumet St., Appleton, WI 54915

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.

3
Chad Nehring, financial advisor Appleton WI
Chad L. Nehring
CRD#: 4417406
2561 E. Calumet St., Appleton, WI 54915

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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