fee-based comprehensive financial planning, investment advice and management, financial education and consulting on corporate retirement plans.
Advisory Services offered through Conceptual Financial Advisors, LLC , a Registered Investment Advisor in the State of Wisconsin. Chad Nehring and Bob Pencil are also Registered Representatives of and offer securities through Fortune Financial Services, Inc. Member FINRA/SIPC. Conceptual Financial Advisors, LLC/Conceptual Financial Planning, Inc. and Fortune Financial Services, Inc. are separate entities.
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. 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.