Conceptual Financial Advisors

Financial Services • Appleton, Wisconsin, United States • 1-10 Employees

Company overview

Headquarters	2561 E Calumet St, Appleton, Wisconsin 54915, US
Phone number	+19207319500
Website	ontrackadvisor.com
NAICS	52
SIC	628
Keywords	Financial Advisor, Registered Investment Advisor, Financial Advice, Financial Education, Financial Planning, CFP
Founded	1984
Employees	1-10
Socials

Key Contact at Conceptual Financial Advisors

Chad Nehring

CERTIFIED FINANCIAL PLANNER™ practitioner/President

Conceptual Financial Advisors Email Formats

Conceptual Financial Advisors uses 2 email formats. The most common is {first initial} (e.g., j@ontrackadvisor.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@ontrackadvisor.com	85.7%
{first name}	john@ontrackadvisor.com	14.3%

About Conceptual Financial Advisors

Conceptual Financial Advisors, LLC is a financial planning and investment advisory firm located in Appleton, WI. Conceptual Financial Advisors, LLC is an SEC Registered Investment Advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Conceptual Financial Advisors, LLC and Fortune Financial Services, Inc. are not affiliated. Testimonials from clients or endorsements from non-clients were not solicited and not compensated directly or indirectly. No conflicts of interest exist between the advisor and any person providing such testimonial or endorsement.

Conceptual Financial Advisors revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Conceptual Financial Advisors has never raised funding before.

Conceptual Financial Advisors Tech Stack

Discover the technologies and tools that power Conceptual Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Express

Web frameworks

Microsoft 365

Frequently asked questions

Conceptual Financial Advisors is located in Appleton, Wisconsin, US.

You can reach Conceptual Financial Advisors at +19207319500.

Conceptual Financial Advisors was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

Conceptual Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Conceptual Financial Advisors

Chad Nehring

CERTIFIED FINANCIAL PLANNER™ practitioner/President

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