Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allison Kieckhefer is an investment advisor representative with The Kieckhefer Group. Robert has been in the industry since 1999. Robert has experience in securities and investment advisory services and specializes in securities. Robert has been registered with the state of Wisconsin as an Investment Advisor Representative since June 5, 2024.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
06/25/2024 - Present
THE Kieckhefer Group (MEQUON WI)
WI
06/27/2022 - 01/19/2023
M HOLDINGS SECURITIES, INC. (Mequon WI)
WI
12/20/2011 - 07/29/2021
LPL FINANCIAL LLC (BROOKFIELD WI)
WI
07/05/2002 - 12/23/2011
RBC CAPITAL MARKETS, LLC (MILWAUKEE WI)
MO
01/08/1999 - 07/17/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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