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2561 E. Calumet St., Appleton, WI 54915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2013-05-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conceptual Financial Advisors Llc | Appleton | WI | 05/2013 | Present |
| Fortune Financial Services, Inc | Monaca | PA | 08/2016 | Present |
| Titletown Wealth Management, Llc | Greenbay | WI | 01/2023 | 12/2025 |
1] Business Name: Conceptual Financial Advisors, LLC, business address: 2561 East Calumet Street, Appleton, WI 54915 NATURE OF BUSINESS: Registered Investment Advisor Investment Related: Yes TITLE: owner/Advisor Rep, Duties: Financial Planning/invest mgmt. Business Start Date: 2/2010 Approximate hours devoted to business: 80 per month approximate hours devoted during market hours: 80 per month 2] Business Name: Conceptual Financial Planning, Inc., Business address: 2561 East Calumet Street Appleton, WI 54915, nature of business: DBA for BD Business/Life, DI, LTC insurance investment related: Yes TITLE owner Duties: Production for BD and Insurance Business/Business Start Date: 3/4/2002 Approximate Hours devoted to business: 80 per month. Approximate hours devoted to business during market hours: 80 per month. 3] Mayflower Development, LLC 3776 May Lane, Depere, WI 54115 Nature: Real Estate Holding company. Title: owner duties: real estate holding company for office and rental duplex. Start: 9-2018 approx. hours per month: 10 on this activity 4] Treasurer/Secretary of Boulder Lake Private HOA - volunteer - July 2022 approx 1 hour per month - not investment related 5] On Track Advisory Group, LLC, not investment-related, located in WI, a holding company for financial services practice. 6] Mayflower Aero, LLC, Owner/President not investment-related, located in WI, a company involved in aviation, approximately 5% of time spent outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-13 |
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