CONCEPTUAL FINANCIAL ADVISORS, LLC - Financial Advisor in Wisconsin, Appleton

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

About CONCEPTUAL FINANCIAL ADVISORS, LLC

CONCEPTUAL FINANCIAL ADVISORS, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $163,575,190 in assets under management and provides investment advisory services for 713 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

167513

Firm SEC#:

801-123428

Assets Under Management:

$163,575,190

No. of Clients:

713

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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