The Kieckhefer Group
Firm details
- Headquarters
- Mequon, Wisconsin
- CRD number
- 331128
- Registered since
- May 16, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.26%
- Individuals4.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Kieckhefer Group is an independent registered investment adviser structured as an LLC and owned by an individual principal. The firm registered with the SEC in 2024 and provides fee-based portfolio management for individuals and small businesses. Its client base is primarily individual and family accounts, and it charges advisory fees calculated as a percentage of assets under management. The firm reports a preference for equity investments and does not identify as an active ESG investor. It is not organized as a multi-state adviser or a capital allocator and does not list pension consulting among its services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds19%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Reichert
Chief Compliance OfficerCRD 5967692
Contacts
2 of 2
Robert Kieckhefer
Managing PartnerCRD 3158584
Evan Salmela
Portfolio ManagerCRD 7400402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$33M in ETFs
79%
$26.2M
0%
$6.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.4M | 14,087 | 31.55% |
Location
Mequon, WI
Ozaukee
Location
Mequon, WI
Headquartered in Mequon, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 1323 W Towne Square Rd
- Time zone
- CT (UTC-6)
- Office locations
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