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Chad Lee Nehring

Investment Adviser Representative at CONCEPTUAL FINANCIAL ADVISORS, LLC

Appleton, WICRD #4417406Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chad Lee Nehring has worked in the securities industry since 2001. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/13/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/11/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $499,9991.50%
Next $500,000 - $999,9990.75%
$1,000,000 and up0.50%
Source

Conceptual Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CONCEPTUAL FINANCIAL ADVISORS, LLCCurrent
5/23/2013Appleton, WI
TITLETOWN WEALTH MANAGEMENT, LLC
2/23/20231/15/2026Green Bay, WI
CONCEPTUAL INVESTMENT ADVISORS, INC.
8/12/200512/31/2015Appleton, WI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Lee Nehring has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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