Conceptual Financial Advisors is a wealth manager based in Appleton, United States, founded in 1984. Verified contact details, AUM data, and investment preferences on FindLPs.
Conceptual Financial Advisors, LLC is a fee-based Registered Investment Advisor in the State of Wisconsin. We are based in Appleton, WI and typically work with families and businesses in a radius that encompasses the Fox River Valley including Appleton, Green Bay, Oshkosh, Neenah, Menasha, Kaukauna, Kimberly, Little Chute, Combined Locks, Freedom, Wrightstown and DePere.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.