Unclaimed Profile

Robert Allison Kieckhefer

THE KIECKHEFER GROUP·MEQUON, Wisconsin

SIE, Series 7, Series 63, Series 6525 years registeredTHE KIECKHEFER GROUP

1323 W. TOWNE SQUARE ROAD, MEQUON, WI 53092-5047CRD# 3158584Firm CRD# 331128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Allison Kieckhefer · MEQUON, WI

Registration

CRD #3158584 · THE KIECKHEFER GROUP · 25 years registered

Brand Profile

Not yet started

Career History

THE KIECKHEFER GROUP

Jun 2024 – present

DENALI WEALTH MANAGEMENT, INC.

Jun 2021 – Jul 2024

MEQUON, WI

LPL FINANCIAL LLC

Dec 2011 – Jul 2021

BROOKFIELD, WI

RBC CAPITAL MARKETS, LLC

Jul 2002 – Dec 2011

MILWAUKEE, WI

WACHOVIA SECURITIES, INC.

Aug 2000 – Jul 2002

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 28, 2000

Years registered · 25

Disclosure History

2021Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE KIECKHEFER GROUP

CRD 331128 · SEC 801-130293

AUM

$168M

Regulatory assets under management

Employees

138 client accounts

Services offered by THE KIECKHEFER GROUP

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE KIECKHEFER GROUP →

Introduction

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Frequently Asked Questions

What services does Robert Allison Kieckhefer offer?

Robert Allison Kieckhefer specializes in Investment Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.

What are Robert Allison Kieckhefer's credentials?

Robert Allison Kieckhefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Allison Kieckhefer located?

Robert Allison Kieckhefer is based in MEQUON, Wisconsin, working with THE KIECKHEFER GROUP. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does Robert Allison Kieckhefer charge for services?

Robert Allison Kieckhefer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE KIECKHEFER GROUP?

THE KIECKHEFER GROUP has approximately 2 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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