Conceptual Financial Advisors, LLC Employee Directory

Q: What is Conceptual Financial Advisors, LLC known for?

Conceptual Financial Advisors, LLC was founded in 1984. Conceptual Financial Advisors, LLC operates in the Financial Services industry.

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.

Find Conceptual Financial Advisors, LLC employees' phone numbers or email addresses

Conceptual Financial Advisors, LLC Global Highlights

North America
4

United States Of America
4

Asia
1

India
1

Conceptual Financial Advisors, LLC's Leadership

C. K.
President
Mobile Phone
Email
C. N.
Certified Financial Planner™ Practitioner/President
Mobile Phone
Email
E. S.
Administrative Assistant
Mobile Phone
Email

Contact profiles from Conceptual Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

C. N.
Certified Financial Planner™ Practitioner/President
Mobile Phone
Email
United StatesWisconsin
Nov 18, 2025
C. K.
President
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2024
E. S.
Administrative Assistant
Mobile Phone
Email
United StatesWisconsin
Nov 18, 2025

Frequently Asked Questions

What is Conceptual Financial Advisors, LLC known for?

Conceptual Financial Advisors, LLC was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-920-731-****

. Explore Conceptual Financial Advisors, LLC's company overview page for more information.

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

Conceptual Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Conceptual Financial Advisors, LLC email formats with LeadIQ.

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

Conceptual Financial Advisors, LLC has approximately 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Conceptual Financial Advisors, LLC's key employees and leadership?

As of December 2025, Conceptual Financial Advisors, LLC's key employees include:

President: C. K.
Certified Financial Planner™ Practitioner/President: C. N.
Administrative Assistant: E. S.

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