Active
CONCEPTUAL FINANCIAL ADVISORS, LLC
Investment Advice|APPLETON, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$163.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 122.4M |
| Non-Discretionary | 41.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 167513 |
| SEC Number | 801-123428 |
| Street Address | 2561 E. CALUMET ST. |
| Location | APPLETON, WI 54915 |
| Country | United States |
| Phone | 920-731-9500 |
| Fax | 920-731-9504 |
| Total Employees | 5 |
Client Count by Type (452 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 412 |
| High Net Worth Individual… | 33 |
| Pension/Profit Sharing Pl… | 7 |
Community Partners
CITY OF APPLETON
CITY OF KAUKAUNA
COUNTY OF OUTAGAMIE
TOWN OF BLACK CREEK
TOWN OF BOVINA
TOWN OF BUCHANAN
TOWN OF CENTER
TOWN OF CICERO
TOWN OF DALE
TOWN OF DEER CREEK
TOWN OF ELLINGTON
TOWN OF GRAND CHUTE
TOWN OF HORTONIA
TOWN OF KAUKAUNA
TOWN OF MAINE
TOWN OF MAPLE CREEK
TOWN OF ONEIDA
TOWN OF ONEIDA TOWN HALL
TOWN OF OSBORN
TOWN OF VANDENBROEK
CITY OF APPLETON
CITY OF KAUKAUNA
COUNTY OF OUTAGAMIE
TOWN OF BLACK CREEK
TOWN OF BOVINA
TOWN OF BUCHANAN
TOWN OF CENTER
TOWN OF CICERO
TOWN OF DALE
TOWN OF DEER CREEK
TOWN OF ELLINGTON
TOWN OF GRAND CHUTE
TOWN OF HORTONIA
TOWN OF KAUKAUNA
TOWN OF MAINE
TOWN OF MAPLE CREEK
TOWN OF ONEIDA
TOWN OF ONEIDA TOWN HALL
TOWN OF OSBORN
TOWN OF VANDENBROEK
CITY OF APPLETON
CITY OF KAUKAUNA
COUNTY OF OUTAGAMIE
TOWN OF BLACK CREEK
TOWN OF BOVINA
TOWN OF BUCHANAN
TOWN OF CENTER
TOWN OF CICERO
TOWN OF DALE
TOWN OF DEER CREEK
TOWN OF ELLINGTON
TOWN OF GRAND CHUTE
TOWN OF HORTONIA
TOWN OF KAUKAUNA
TOWN OF MAINE
TOWN OF MAPLE CREEK
TOWN OF ONEIDA
TOWN OF ONEIDA TOWN HALL
TOWN OF OSBORN
TOWN OF VANDENBROEK
Municipal Government
30 Active
30
Organizations
APPLETON CITY HOUSING AUTHORITY
BLACK OTTER LAKE DISTRICT
DALE FIRE & RESCUE
DALE SANITARY DISTRICT 1
DARBOY JOINT SANITARY DISTRICT 1
FREEDOM SANITARY DISTRICT 1
GRAND CHUTE (TOWN OF) COMMUNITY DEVELOPMENT AUTHORITY
HEART OF THE VALLEY METRO SEWER DISTRICT
KAUKAUNA CITY HOUSING AUTHORITY
MEDINA SANITARY DISTRICT 1
OUTAGAMIE COUNTY DRAINAGE BOARD
OUTAGAMIE COUNTY HOUSING AUTHORITY
STEPHENSVILLE SANITARY DISTRICT 1
APPLETON CITY HOUSING AUTHORITY
BLACK OTTER LAKE DISTRICT
DALE FIRE & RESCUE
DALE SANITARY DISTRICT 1
DARBOY JOINT SANITARY DISTRICT 1
FREEDOM SANITARY DISTRICT 1
GRAND CHUTE (TOWN OF) COMMUNITY DEVELOPMENT AUTHORITY
HEART OF THE VALLEY METRO SEWER DISTRICT
KAUKAUNA CITY HOUSING AUTHORITY
MEDINA SANITARY DISTRICT 1
OUTAGAMIE COUNTY DRAINAGE BOARD
OUTAGAMIE COUNTY HOUSING AUTHORITY
STEPHENSVILLE SANITARY DISTRICT 1
APPLETON CITY HOUSING AUTHORITY
BLACK OTTER LAKE DISTRICT
DALE FIRE & RESCUE
DALE SANITARY DISTRICT 1
DARBOY JOINT SANITARY DISTRICT 1
FREEDOM SANITARY DISTRICT 1
GRAND CHUTE (TOWN OF) COMMUNITY DEVELOPMENT AUTHORITY
HEART OF THE VALLEY METRO SEWER DISTRICT
KAUKAUNA CITY HOUSING AUTHORITY
MEDINA SANITARY DISTRICT 1
OUTAGAMIE COUNTY DRAINAGE BOARD
OUTAGAMIE COUNTY HOUSING AUTHORITY
STEPHENSVILLE SANITARY DISTRICT 1
Special District
13 Active
13
Organizations
APPLETON AREA SCHOOL DISTRICT
FOX VALLEY TECHNICAL COLLEGE DISTRICT
FREEDOM SCHOOL DISTRICT
HORTONVILLE SCHOOL DISTRICT 1
KAUKAUNA AREA SCHOOL DISTRICT
KIMBERLY AREA SCHOOL DISTRICT
LITTLE CHUTE AREA SCHOOL DISTRICT
SHIOCTON JOINT SCHOOL DISTRICT 2
APPLETON AREA SCHOOL DISTRICT
FOX VALLEY TECHNICAL COLLEGE DISTRICT
FREEDOM SCHOOL DISTRICT
HORTONVILLE SCHOOL DISTRICT 1
KAUKAUNA AREA SCHOOL DISTRICT
KIMBERLY AREA SCHOOL DISTRICT
LITTLE CHUTE AREA SCHOOL DISTRICT
SHIOCTON JOINT SCHOOL DISTRICT 2
APPLETON AREA SCHOOL DISTRICT
FOX VALLEY TECHNICAL COLLEGE DISTRICT
FREEDOM SCHOOL DISTRICT
HORTONVILLE SCHOOL DISTRICT 1
KAUKAUNA AREA SCHOOL DISTRICT
KIMBERLY AREA SCHOOL DISTRICT
LITTLE CHUTE AREA SCHOOL DISTRICT
SHIOCTON JOINT SCHOOL DISTRICT 2
School District
8 Active
8
Organizations
127TH INFANTRY VETERANS ASSOCIATION
1 502 VIETNAM VETERANS MEMORAL FUND
193 FOX VALLEY CHAPTER OF TROUT UNLIMITED
2
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
5-STONES
602 CLUB
60 FOR JACK
A
AARONS HEART OF GOLD
AAUW WISCONSIN FOUNDATION INC
ACADEMY OF PARISH CLERGY INC
127TH INFANTRY VETERANS ASSOCIATION
1 502 VIETNAM VETERANS MEMORAL FUND
193 FOX VALLEY CHAPTER OF TROUT UNLIMITED
2
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
5-STONES
602 CLUB
60 FOR JACK
A
AARONS HEART OF GOLD
AAUW WISCONSIN FOUNDATION INC
ACADEMY OF PARISH CLERGY INC
127TH INFANTRY VETERANS ASSOCIATION
1 502 VIETNAM VETERANS MEMORAL FUND
193 FOX VALLEY CHAPTER OF TROUT UNLIMITED
2
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
5-STONES
602 CLUB
60 FOR JACK
A
AARONS HEART OF GOLD
AAUW WISCONSIN FOUNDATION INC
ACADEMY OF PARISH CLERGY INC
Nonprofit Organization
1171 Active
1171
Organizations
Community Partners101 organizations
CITY OF KAUKAUNA
Municipal Government·KAUKAUNA
TOWN OF BLACK CREEK
Municipal Government·BLACK CREEK
TOWN OF BOVINA
Municipal Government·SHIOCTON
TOWN OF DALE
Municipal Government·HORTONVILLE
TOWN OF DEER CREEK
Municipal Government·BEAR CREEK
TOWN OF HORTONIA
Municipal Government·HORTONVILLE
TOWN OF MAINE
Municipal Government·BLACK CREEK
TOWN OF MAPLE CREEK
Municipal Government·NEW LONDON
TOWN OF ONEIDA
Municipal Government·ONEIDA
TOWN OF ONEIDA TOWN HALL
Municipal Government·ONEIDA
TOWN OF VANDENBROEK
Municipal Government·KAUKAUNA
VILLAGE OF BEAR CREEK
Municipal Government·BEAR CREEK
VILLAGE OF GREENVILLE
Municipal Government·GREENVILLE
VILLAGE OF HOBART
Municipal Government·ONEIDA
DALE FIRE & RESCUE
Special District·DALE
DALE SANITARY DISTRICT 1
Special District·DALE
DARBOY JOINT SANITARY DISTRICT 1
Special District·APPLETON
GRAND CHUTE (TOWN OF) COMMUNITY DEVELOPMENT AUTHORITY
Special District·GRAND CHUTE
KAUKAUNA CITY HOUSING AUTHORITY
Special District·KAUKAUNA
MEDINA SANITARY DISTRICT 1
Special District·HORTONVILLE
OUTAGAMIE COUNTY DRAINAGE BOARD
Special District·APPLETON
STEPHENSVILLE SANITARY DISTRICT 1
Special District·HORTONVILLE
127TH INFANTRY VETERANS ASSOCIATION
Nonprofit Organization·Appleton
1 502 VIETNAM VETERANS MEMORAL FUND
Nonprofit Organization·Appleton
193 FOX VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·APPLETON
2
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bear Creek
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Appleton
5-STONES
Nonprofit Organization·Appleton
602 CLUB
Nonprofit Organization·Appleton
60 FOR JACK
Nonprofit Organization·Little Chute
A
Nonprofit Organization·Appleton
AARONS HEART OF GOLD
Nonprofit Organization·appleton
AAUW WISCONSIN FOUNDATION INC
Nonprofit Organization·Appleton
ACADEMY OF PARISH CLERGY INC
Nonprofit Organization·Appleton
ADDISON HILL CEMETERY ASSOCIATION INC
Nonprofit Organization·Little Chute
ADVANCED PROCUREMENT NETWORK INC
Nonprofit Organization·Appleton
A FISH TALE AND MORE INC
Nonprofit Organization·Appleton
AFRICAN HERITAGE, INC
Nonprofit Organization·APPLETON
AGAPE OF APPLETON INC
Nonprofit Organization·APPLETON
AGENTS FOR AUTISM INC
Nonprofit Organization·Appleton
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
AGLOW INTERNATIONAL
Nonprofit Organization·Little Chute
ALLAN W & CAROLINE H RUPPAR FOUNDATION FOR
Nonprofit Organization·APPLETON
ALLIANCE OF DIVINE LOVE INC
Nonprofit Organization·Appleton
ALTERNATIVE CENTER FOR EDUCATION
Nonprofit Organization·APPLETON
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·APPLETON
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·APPLETON
ALUMNI FOUNDATION OF CALVARY LUTHER
Nonprofit Organization·APPLETON
ALVIN AND MAXINE JUNGHANS CHARITABLE FUND
Nonprofit Organization·APPLETON
AMERICAN ASSOCIATION OF DIABETES EDUCATORS INC
Nonprofit Organization·Kimberly
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·appleton
AMERICAN BOARD OF STUTTERING CLUTTERING AND FLUENCY DISORDERS
Nonprofit Organization·Kimberly
AMERICAN BOARD OF SWALLOWING AND
Nonprofit Organization·KIMBERLY
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Appleton
AMERICAN COLLEGE OF EMERGENCY PHYSICIANS
Nonprofit Organization·KIMBERLY
AMERICAN COLLEGE OF HEALTHCARE
Nonprofit Organization·KIMBERLY