Chad Lee Nehring
Investment adviser representative at Conceptual Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$189.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Fortune Financial Services, IncAug 2016 to now
- Conceptual Financial Advisors, LLCMay 2013 to now
- Titletown Wealth Management, LLCJan 2023 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (WI).
Conceptual Financial Advisors, LLC
$189.9MAssets managed
426Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4417406
- Firm CRD
- 167513