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Member and Chief Compliance Officer · Conceptual Financial Advisors, LLC

Chad L. Nehring

CRD 4417406 · Named on Form ADV at one SEC-registered adviser

At a glance

Conceptual Financial Advisors, LLC, an SEC-registered wealth manager based in Appleton, WI with $190 million in regulatory assets, lists Chad L. Nehring on its Form ADV as Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Chad’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.