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THE Kieckhefer Group

Headquartered in MEQUON, WI

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Firm Information

THE Kieckhefer Group is an investment advisor registered with the SEC and headquartered in MEQUON, WI. The firm manages $168,025,208 in regulatory assets under management for 138 clients. They primarily serve high-net-worth individuals and individuals other than high-net-worth, offering portfolio management for individuals.

THE Kieckhefer Group

1323 W. TOWNE SQUARE ROAD

MEQUON, WI 53092-5047

$168.03M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE KIECKHEFER GROUP has a total of 1 branch locations across the country.
location

MEQUON, WI

Advisors at THE Kieckhefer Group

View All 2 Advisors
Unclaimed
Evan Salmela

CFA®, RA

MEQUON, WI

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Unclaimed
Robert Allison Kieckhefer

RA

MEQUON, WI

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Disclosures

There are no public disclosures for THE Kieckhefer Group.

Frequently Asked Questions (8)

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