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Conceptual Financial Advisors, LLC and/or Conceptual Investment Advisors, Inc. is a fee-based Registered Investment Advisor in the State of Wisconsin. We specialize in fee-based comprehensive financial planning; investment advice and management; and consulting on corporate retirement plans. We are based in Appleton, WI and typically work with families and businesses in a radius that encompasses Green Bay, Oshkosh, Manitowoc, and Stevens Point. Learn more about our services, values, and history by exploring the links to your left. If you haven’t signed up for our weekly e-newsletter, you can do so here!

Services provided through Conceptual Financial Advisors, LLC and/or Conceptual Investment Advisors, Inc. both of which are Registered Investment Advisors in the State of Wisconsin. Chuck Kranzusch, CFP® and Chad Nehring, CFP® are Registered Investment Advisor Representatives. Nothing in the content of this website should be construed to represent specific investment or financial planning advice, nor should it be construed as forming a client/planner relationship.