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CONCEPTUAL FINANCIAL ADVISORS, LLC

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

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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

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

Firm CRD#:

167513

SEC#:

801-123428

No. of Clients:

713

Assets under Management

$163,575,190

No. of Advisors:

5

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