About our RIA
Conceptual Investment Advisors, Inc (CIAI) was formed in 1994 to assist clients with fee-based financial planning, 401(k) consultation services, project management, and asset based money management. A secondary Registered Investment Advisor practice, Conceptual Financial Advisors, LLC (CFA) was formed in 2010.
CIAI and CFA are both Registered Investment Advisor firms in the State of Wisconsin. Both are owned by Charles Kranzusch, CFP® and Chad Nehring, CFP®, Investment Advisor Representatives.
MFFP is a division of CFA and shares affiliated Investment Advisor Representatives.