Conceptual Financial Advisors, LLC

$189.9MAssets under management
as of Jan 2026 · SEC Form ADV
Appleton, WI
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Tech stack

No one at Conceptual Financial Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $103M held · filed Apr 2024
Capital Bank & Trust
Per Form ADV · $25M held · filed Apr 2024