National Retirement Planning Experts

National Coverage
Local Professionals

CONCEPTUAL FINANCIAL ADVISORS, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 2 offices throughout the country.

CONCEPTUAL FINANCIAL ADVISORS, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $117,256,530 assets under management, offering retirement planning & investment advisory services to 1096 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167513
SEC#801-123428
Assets Managed by Firm$117,256,530
No. of Clients1096
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1096$117,256,530
Individuals (other than high net worth individuals)442$70,243,026
High net worth individuals13$31,497,287
Pension and profit sharing plans5$14,611,080
Charitable organizations1$423,183
Corporations or other businesses1$481,954

More Retirement Planning firms in Appleton, Wisconsin:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$262,082,656,09819209
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue
Milwaukee, WI, 53202-5391
$247,790,348,0253160654071
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$128,675,520,784272483
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, WI, 53705
$32,032,395,00036162
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$25,569,711,8082712

Explore More Retirement Advisors in Appleton, Wisconsin