Robert Kieckhefer has been Managing Member of The Kieckhefer Group since July 2013, is a control person of the firm and directly owns between 50% and 75% of it.
The Kieckhefer Group LLC is a Mequon, WI firm with $241M under management, 61 clients and 2 advisers in one office, as of its January 2026 filing.
Robert Kieckhefer’s longest registration was 9 years at LPL Financial LLC (2011–2021). Before joining The Kieckhefer Group in 2024, Robert Kieckhefer was registered through Denali Wealth Management, Inc. and LPL Financial LLC.
- The Kieckhefer GroupCurrent– present · 2 yearsMequon, WI · Adviser representative · Firm CRD 331128
- Denali Wealth Management, Inc.– · 3 yearsMequon, WI · Adviser representative · Firm CRD 153323
- LPL Financial LLC– · 9 yearsBrookfield, WI · Adviser representative · Firm CRD 6413
- RBC Capital Markets, LLC– · 9 yearsMilwaukee, WI · Adviser representative · Firm CRD 31194
- Wachovia Securities, Inc.– · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Robert Kieckhefer is registered as an investment adviser representative in Wisconsin, since June 2024.
- WisconsinSince 5 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 January 1999 |
| Series 7 | General Securities Representative Examination | 7 January 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Allison Kieckhefer
- CRD
- 3158584
- Firm
- The Kieckhefer Group · CRD 331128
- Role
- Managing Member
- Office
- 1323 W. TOWNE SQUARE ROAD, Mequon, WI 53092-5047
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Kieckhefer work?
Robert Kieckhefer has been Managing Member of The Kieckhefer Group LLC since July 2013, and is a control person of the firm.
Is Robert Kieckhefer a financial advisor?
Yes. Robert Kieckhefer has a current investment-adviser registration in Wisconsin, through The Kieckhefer Group since June 2024.
How many years of experience does Robert Kieckhefer have?
Robert Kieckhefer has 27 years in the financial industry, since January 1999, across 5 adviser firms.
What exams has Robert Kieckhefer passed?
Robert Kieckhefer has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1999. FINRA credited Robert Kieckhefer with the SIE, which began in October 2018.
Where did Robert Kieckhefer work before The Kieckhefer Group?
Before The Kieckhefer Group, Robert Kieckhefer was registered through LPL Financial LLC, December 2011 to July 2021; RBC Capital Markets, LLC, July 2002 to December 2011; Wachovia Securities, Inc., August 2000 to July 2002.
Where is Robert Kieckhefer based?
Robert Kieckhefer’s registered office is in Mequon, WI.
Is Robert Kieckhefer registered with FINRA?
No. Robert Kieckhefer has no current broker registration.
How can I verify Robert Kieckhefer’s record?
Search CRD 3158584 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Kieckhefer’s full registration record.