CONCEPTUAL FINANCIAL ADVISORS, LLC

2561 E. Calumet St.
Appleton, Wisconsin 54915
Tel: 920-731-9500

About CONCEPTUAL FINANCIAL ADVISORS, LLC

CONCEPTUAL FINANCIAL ADVISORS, LLC, formally registered with the SEC as CONCEPTUAL FINANCIAL ADVISORS, LLC. The firm was established in 04/19/2022. They have over 3 offices throughout the country.

CONCEPTUAL FINANCIAL ADVISORS, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $163,575,190 assets under management, offering retirement planning & investment advisory services to 713 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167513
SEC#	801-123428
Assets Managed by Firm	$163,575,190
No. of Clients	713
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	713	$163,575,190
Individuals (other than high net worth individuals)	412	$66,906,474
High net worth individuals	33	$73,250,647
Pension and profit sharing plans	7	$22,413,516
Charitable organizations	Fewer than 5 clients	$431,291
Corporations or other businesses	Fewer than 5 clients	$573,262

More Retirement Planning firms in Appleton, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

Explore More Retirement Advisors in Appleton, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.