Robert Kieckhefer is a registered investment advisor at The Kieckhefer Group, based in Mequon, WI, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 61 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The management fee is negotiable at the Firm’s discretion.
Fee Estimator
Location
1323 W. Towne Square Road, Mequon, WI, 53092-5047
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2021Other Business Activities
Robert attends weekly meetings for Price Erecting Co., a construction company owned by his wife, dedicating a few hours per week. He receives a consulting fee and income to pay taxes when the company is profitable.
Employment History
Current Registrations
The Kieckhefer Group
Previous Registrations
M Holdings Securities, INC.Broker
Denali Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.