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

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

Insights

Small firm footprint A compact advisory with 2-10 employees and SEC Registered Investment Advisor status suggests a potential need for scalable, compliant tech, cybersecurity, and back-office automation solutions to support growth and regulatory requirements.

Tech stack signals Use of AWS, Google Analytics, Node.js, and modern collaboration tools indicates an openness to cloud and data-driven solutions; opportunity to offer integrated cybersecurity, data analytics, CRM, and marketing tech enhancements.

Revenue traction With annual revenue in the 1M–10M range, there may be capacity for advisory platforms, CRM modernization, client onboarding automation, and cost-effective, compliant investment research systems to boost efficiency.

Compliance alignment As an SEC Registered Investment Advisor partnered with a separate broker-dealer (Fortune Financial Services), there is a potential need for governance, RIA/BD integration tooling, regulator-ready reporting, and audit-ready workflows.

Competitive positioning Operating in a space with large incumbents, the firm could benefit from scalable marketing automation, client experience enhancements, and differentiated digital client engagement to compete more effectively while maintaining boutique service.

Similar companies to Conceptual Financial Advisors, LLC

Conceptual Financial Advisors, LLC Tech Stack

Conceptual Financial Advisors, LLC uses 8 technology products and services including Amazon Web Services, Open Graph, Microsoft 365, and more. Explore Conceptual Financial Advisors, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Open Graph
Content Management System
Microsoft 365
Email
jQuery
Javascript Libraries
Office 365
Office Suites
Node.js
Programming Languages
Google Tag Manager
Tag Management
Google Analytics
Web Analytics

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

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.

How much revenue does Conceptual Financial Advisors, LLC generate?

As of July 2026, Conceptual Financial Advisors, LLC's annual revenue is estimated to be $1M - $10M.

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 July 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 Amazon Web ServicesOpen GraphMicrosoft 365jQueryOffice 365Node.jsGoogle Tag ManagerGoogle 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 Microsoft 365, Express, YouTube, Open Graph, Amazon Route 53.

Financial ServicesWisconsin, United States2-10 Employees

Conceptual Financial Advisors, LLC is a small financial services firm based in Appleton, Wisconsin, offering financial planning and investment advisory services. It is registered as an investment adviser with the U.S. Securities and Exchange Commission. Securities are offered through Fortune Financial Services, Inc., a FINRA/SIPC member, and Conceptual Financial Advisors, LLC and Fortune Financial Services, Inc. are not affiliated. 

Disclosures note that client testimonials or endorsements were not solicited and are not compensated. The firm operates as a small team within the financial services industry in Appleton, Wisconsin.