What is Conceptual Financial Advisors, LLC's NAICS code?

Conceptual Financial Advisors, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Client Trust and Transparency Conceptual Financial Advisors maintains a strong stance on transparency by not soliciting testimonials or endorsements and ensuring no conflicts of interest, which can be emphasized when offering compliance-focused solutions or reputation management tools.

Technology Adoption The firm utilizes a modern tech stack including Google Analytics, Node.js, and Microsoft 365, indicating openness to adopting new technologies, presenting opportunities to propose innovative software solutions or cybersecurity enhancements.

Market Positioning As a small firm with 2-10 employees generating between 1 million to 10 million dollars in revenue, there is potential to offer scalable solutions tailored for growing financial advisory firms seeking operational efficiency or expanded client engagement platforms.

Financial Services Network Being an SEC Registered Investment Advisor and affiliated with Fortune Financial Services broadens the company's network, creating opportunities to cross-sell institutional compliance tools or advanced investment management technology.

Growth Potential Despite their current size, similar large firms like Charles Schwab or Vanguard show significant market presence; this indicates ample scope for growth-oriented solutions such as client onboarding systems, CRM enhancements, or marketing automation to support expansion efforts.

Similar companies to Conceptual Financial Advisors, LLC

Conceptual Financial Advisors, LLC Tech Stack

Conceptual Financial Advisors, LLC uses 8 technology products and services including Google Hosted Libraries, Microsoft 365, jQuery, and more. Explore Conceptual Financial Advisors, LLC's tech stack below.

Google Hosted Libraries
Content Delivery Network
Microsoft 365
Email
jQuery
Javascript Libraries
Node.js
Programming Languages
Sqreen
Security
Google Tag Manager
Tag Management
YouTube
Video Players
Google Analytics
Web Analytics

Media & News

Conceptual Financial Advisors, LLC's Email Address Formats

Conceptual Financial Advisors, LLC uses at least 2 format(s):

Conceptual Financial Advisors, LLC Email Formats	Example	Percentage
FLast@conceptualadvisors.com	JDoe@conceptualadvisors.com	75%
First@conceptualadvisors.com	John@conceptualadvisors.com	25%
First@ontrackadvisor.com	John@ontrackadvisor.com	100%

Frequently Asked Questions

Where is Conceptual Financial Advisors, LLC's headquarters located?

Conceptual Financial Advisors, LLC's main headquarters is located at 2561 East Calumet Street Appleton, Wisconsin 54915 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Conceptual Financial Advisors, LLC's phone number?

You can contact Conceptual Financial Advisors, LLC's main corporate office by phone at

+1-920-731-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Conceptual Financial Advisors, LLC's official website and social media links?

Conceptual Financial Advisors, LLC's official website is ontrackadvisor.com and has social profiles on LinkedIn.

What is Conceptual Financial Advisors, LLC's SIC code NAICS code?

Conceptual Financial Advisors, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Conceptual Financial Advisors, LLC have currently?

As of February 2026, Conceptual Financial Advisors, LLC has approximately 5 employees across 2 continents, including North AmericaAsia. Key team members include President: C. K.Certified Financial Planner™ Practitioner/President: C. N.Administrative Assistant: E. S.. Explore Conceptual Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Conceptual Financial Advisors, LLC belong to?

Conceptual Financial Advisors, LLC operates in the Financial Services industry.

What technology does Conceptual Financial Advisors, LLC use?

Conceptual Financial Advisors, LLC's tech stack includes Google Hosted LibrariesMicrosoft 365jQueryNode.jsSqreenGoogle Tag ManagerYouTubeGoogle Analytics.

What is Conceptual Financial Advisors, LLC's email format?

Conceptual Financial Advisors, LLC's email format typically follows the pattern of FLast@conceptualadvisors.com. Find more Conceptual Financial Advisors, LLC email formats with LeadIQ.

When was Conceptual Financial Advisors, LLC founded?

Conceptual Financial Advisors, LLC was founded in 1984.

Conceptual Financial Advisors, LLC

Q: What technology does Conceptual Financial Advisors, LLC use?

Conceptual Financial Advisors, LLC's tech stack includes Amazon Web Services, Express, Node.js, Google Hosted Libraries, Google Tag Manager.

Financial ServicesWisconsin, United States2-10 Employees

Conceptual Financial Advisors, LLC is a financial planning and investment advisory firm located in Appleton, WI. 

Conceptual Financial Advisors, LLC is an SEC Registered Investment Advisor.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC.  Conceptual Financial Advisors, LLC and Fortune Financial Services, Inc. are not affiliated.

Testimonials from clients or endorsements from non-clients were not solicited and not compensated directly or indirectly.  No conflicts of interest exist between the advisor and any person providing such testimonial or endorsement.

Company Overview

Headquarters: 2561 East Calumet Street Appleton, Wisconsin 54915 United States
Phone number: +1-920-731-****
Website: ontrackadvisor.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Founded: 1984
Employees: 2-10