facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

My First Financial Planner


Chad Nehring

CFP® – President
Lead MFFP Planner

A solid financial education is a key in any successful financial plan, and that starts with an understandable instructor. At Conceptual Financial Advisors, LLC & MyFirstFinancialPlanner.com Chad Nehring, CFP®, is definitely one of those individuals. As a Financial Advisor and President of the firm, he combines financial planning experience, knowledge, and training with the benefits of common sense and understandable explanations to care for Conceptual's clients.

Chad specializes in: Handling financial planning, investment strategies, life insurance and risk management for families and businesses, Assisting businesses in strategic planning for executive retirement, business continuation and succession planning, and counseling for debt management and basic financial principles.

Chad has been in the Financial Services industry since 1999 and joined Conceptual in 2002, being named shareholder in 2009, and becoming the sole owner and President in 2016.  In 2001 he was named by the Appleton Post-Crescent as one of the decade's "30 under 30" rising business leaders in the Fox River Valley. He is a recipient of the Boy Scouts of America Bronze Big Horn Award, Leadership Award, Medal of Merit, and the William H Spurgeon III Award (the highest council recognition for Exploring).  He currently serves the Boy Scouts of America as an Executive Board Member of Bay Lakes Council/BSA and also a District Committee Member for Exploring/Learning for Life.  

He is a frequently sought-after speaker for groups, organizations, and businesses. In the past, Chad has provided financial education to members of the U.S. military nationwide, and currently provides continuing education for insurance agents in Wisconsin, and classes and speaking engagements for industry, including Employee Assistance Programs. He is a Series 66 Registered Investment Advisor Representative and obtained his CERTIFIED FINANCIAL PLANNER (TM) (CFP®) designation in February of 2007. He also holds property, casualty, life and health insurance licenses in Wisconsin & Michigan (L/H). Wisconsin Insurance license #2413183. Michigan Life/Health license #0476940. National Producer #7262550. Chad is also a Notary Public.

In his spare time, Chad is a member of the Experimental Aircraft Association (EAA #1151924).  Along with his family, he spends outdoor time camping and snowmobiling, especially around the extended family cottage and campground at Boulder Lake.  In a continual quest for learning, he is currently studying the art of improvisational comedy and performs with ComedyCity, a local improv troupe.  He is also co-host of a podcast called "Firsts" and teaches leadership, team building and sales skills through an affiliate of Comedy City called "On The Job Improv". 

Media Mentions (see our media page for links)

  • Appleton Post-Crescent – 11/22/06 “Keep Holiday Spending In Check”
  • Insweb.com – 11/17/09 “As Economic Struggles Continue Life Insurance is Even More Important”
  • Mainstreet.com – 2010 “Life Insurance: What’s Right for You?”
  • Currency.com – 9/30/2010 “Remember Your Retirement”
  • Agent Sales Journal – 1/1/2011 “Where Have All the Agents Gone?”
  • Fox Business – 02/18/11 “Fear Factor: Americans Have Stashed Cash for the Unexpected”
  • Registered Rep – 05/27/11 “Take a Vacation Without Losing Clients – or Your Head”
  • Bankrate.com – 08/2011 “Overall Financial Situation”
  • Fox Business – 11/2011 – “Global Allocation Funds Can Go Anywhere”
  • WLUK – TV – 1/2011 “Effects of tax reduction”
  • Franklin Prosperity Report – 01/2013 – “Other People’s Money”
  • CreditCards.com 3/2013: “7 Things Not to Say to Someone in a Financial Crisis”
  • WLUK-TV 3/2013: “Dow Jones at All-Time High”
  • NetCredit.com; 6/21/2013 - "5 Ways to Teach Your Kids About Money"
  • NetCredit.com - 02/10/2014 - "When Do I Need to Sign Up for Life Insurance"
  • CreditCardGuide.com - 02/14/2014 - "Life After Debt - Five Ways to Stay on Track"
  • Insurance.com - 03/26/2014 - "When Permanent Life Insurance Makes Sense"
  • Christian Science Monitor - 04/15/2014 - "How Do You Do Money?"
  • Forbes - Learnest - 07/24/2014 - "Paying Yourself First"
  • Newsmax - 08/2014 - "Leaving a Legacy - Bring Kids into the Conversation"
  • Mainstreet.com - 01/2015 - "Invest in What You Know...or at Least What's Nearby"
  • Learnvest.com - 4/2015 - "10 Ways to Take Charge of Your Financial Future in Your 30's and 40's"
  • Nerdwallet.com - 5/2015 - "Students, Parents Bet That College Will Pay Off With a Job, Study Finds"
  • Keenvestor.com - 5/2015 - "How to Get Started Investing"
  • Keenvestor.com - 5/2015 - "Get Past Your Bad Excuses for Not Saving Money"