Chad Nehring has been Member and Chief Compliance Officer of Conceptual Financial Advisors since May 2011, is a control person of the firm and directly owns 75% or more of it.
Conceptual Financial Advisors, LLC is an Appleton, WI firm with $190M under management, 426 clients and 1 adviser in one office, as of its January 2026 filing.
Chad Nehring is Financial Advisor and President of Conceptual Financial Advisors, LLC. He has been in the financial services industry since 1999, joined the firm in 2002, was named shareholder in 2009, and became sole owner and President in 2016. His work covers financial planning, investment strategies, life insurance and risk management for families and businesses.
Chad Nehring’s longest registration is the current one, 13 years at Conceptual Financial Advisors since 2013. Before joining Conceptual Financial Advisors in 2013, Chad Nehring was registered through Conceptual Investment Advisors, Inc.
- Titletown Wealth Management, LLC– · 2 yearsGreen Bay, WI · Adviser representative · Firm CRD 307752
- – present · 13 yearsAppleton, WI · Adviser representative · Firm CRD 167513
- Conceptual Investment Advisors, Inc.– · 10 yearsAppleton, WI · Adviser representative · Firm CRD 109724
Professional designations
Listed by Conceptual Financial Advisors
- CFP®
Investment adviser representative registrations
Chad Nehring is registered as an investment adviser representative in Wisconsin, since May 2013.
- WisconsinSince 23 May 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 August 2001 |
| Series 7 | General Securities Representative Examination | 11 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Lee Nehring
- CRD
- 4417406
- Firm
- Conceptual Financial Advisors · CRD 167513
- Role
- Member and Chief Compliance Officer
- Office
- 2561 E. CALUMET ST., Appleton, WI 54915
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ontrackadvisor.com
Where does Chad Nehring work?
Chad Nehring has been Member and Chief Compliance Officer of Conceptual Financial Advisors, LLC since May 2011, and is a control person of the firm.
Is Chad Nehring a financial advisor?
Yes. Chad Nehring has a current investment-adviser registration in Wisconsin, through Conceptual Financial Advisors since May 2013.
How many years of experience does Chad Nehring have?
Chad Nehring has 25 years in the financial industry, since July 2001, across 3 adviser firms.
What exams has Chad Nehring passed?
Chad Nehring has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2001. FINRA credited Chad Nehring with the SIE, which began in October 2018.
Where is Chad Nehring based?
Chad Nehring’s registered office is in Appleton, WI.
Is Chad Nehring registered with FINRA?
Yes. Chad Nehring has a current broker registration, under CRD 4417406.
Source: FINRA BrokerCheck
Is Chad Nehring a CFP?
Conceptual Financial Advisors lists Chad Nehring with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Chad Nehring’s record?
Search CRD 4417406 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Chad Nehring’s full registration record.