# CONCEPTUAL FINANCIAL ADVISORS, LLC

CONCEPTUAL FINANCIAL ADVISORS, LLC of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 167513
- Type: SEC-registered investment adviser
- SEC file number: 801-123428
- Location: 2561 E. CALUMET ST., APPLETON, WI, 54915
- Phone: 920-731-9500
- Latest filing: 2026-01-15
- Regulatory AUM: $189.9M
- Discretionary AUM: $143.2M
- Non-discretionary AUM: $46.8M
- Clients: 4
- Accounts: 778

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Chad Lee Nehring | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| NEHRING CHAD LEE | MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167513/similar
- Related entities: https://search.stillhousedata.com/firm/167513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167513

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.