Chad Nehring

Chad Nehring


Chad is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and develop a plan for retirement.

  • About Chad
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Advisor Details

Contact Advisor
Partner at Conceptual Financial Advisors, LLC
3962 N. Richmond St.
Appleton WI, 54913
(920) 731-9500

About Chad

CERTIFIED FINANCIAL PLANNER™ practitioner. Speaker/Trainer with a common sense approach to personal financial planning.

My name is Chad Nehring. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a partner at Conceptual Financial Advisors, LLC a Registered Investment Advisor located in Appleton, WI. I am also founder of, an online financial planning service designed for those using a financial planner for the first time, and looking to "Get on Track". You can find more information at .I specialize in providing understandable, common sense financia...


Insurance License
  • WI: #2413183

Tips from Chad

Chad in the news

Typical Clients & Fee Structure

Typical Clients

People near retirement
Young couples
Young professionals

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.
Paid hourly for time spent meeting with a client or working on their behalf.


Advisory Services offered through Conceptual Financial Advisors, LLC a Registered Investment Advisors in the State of Wisconsin.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally reg...