Advisor at Conceptual Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Conceptual Financial Advisors, LLC
Location
Appleton, WI 54915
Credentials
CFP®, Series 66
Industry experience
24 years
Chad Nehring is a CFP® professional with 24 years of industry experience. He is the owner and advisor at Conceptual Financial Advisors, LLC and has previously worked at firms including Titletown Wealth Management, Fortune Financial Services, Sterne Agee Financial Services, and Wrp Investments. Outside of his advisory work, he serves as Treasurer and Secretary of the Boulder Lake Private HOA and is president of Mayflower Aero, LLC, an aviation-related business. Conceptual Financial Advisors, LLC provides portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to create tailored investment programs, managing both discretionary and non-discretionary accounts.
Based on Conceptual Financial Advisors, LLC
Based on Conceptual Financial Advisors, LLC
Financial planning fixed fees range from $500 to $7,500; MyFirstFinancialPlanner.com service fee is $500 flat rate plus $350 annual update.
$0 - $499,999: 1.50% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
Commission-based compensation related to insurance and securities products sold by representatives, but commissions are not the primary compensation for advisory services.
$200 to $300 per hour for financial planning services.
2561 E. Calumet St.
Appleton, WI 54915
Wisconsin
Titletown Wealth Management, LLC
2023 - 2025 (2 years)
Fortune Financial Services, Inc
2016 - Present (10 years)
Sterne Agee Financial Services, Inc.
2014 - 2016 (2 years)
Conceptual Financial Advisors Llc
2013 - Present (13 years)
Wrp Investments, Inc.
2007 - 2016 (9 years)
Conceptual Investment Advisors, Inc.
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
CFP®, Series 65
De Pere, WI
Verus Wealth Management
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")