Skip to main content

The Kieckhefer Group

  • Home
  • Why Us? 
    • Process
  • Retirement Services
  • Team
  • Compliance
  • Resources 
    • Our Blog
  • Contact

    You are here

  1. Home
  2. Compliance

Compliance


ADV Part II

Form CRS


 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Mequon Office

Rob Kieckhefer

Phone: 414-852-9595
Email: [email protected]


Evan Salmela

Phone: 414-704-3826
Email: [email protected]

 






1323 W. Towne Square Rd., Mequon, WI 53092


Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Kieckhefer Group is a registered investment advisor.   Form CRS

The Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Wisconsin.

The Kieckhefer Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC) located in the State of Wisconsin. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Investing involves risk and the potential for loss of principal capital. Past performance is not a guarantee of future returns. Investors should carefully review all information available pertaining to any particular investment or investment strategy, specifically risk, fees, liquidity, and other factors as appropriate.
The information contained in this material is intended to provide general information about The Kieckhefer Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services is provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions.
Market data, articles and other content in this material are based on generally available information and are believed to be reliable. The Kieckhefer Group does not guarantee the accuracy of the information contained in this material.
The Kieckhefer Group will provide all prospective clients with a copy of our current Form ADV Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV Part 2A at adviserinfo.sec.gov. In addition, you can contact us to request a hardcopy.

 

© 2024 The Kieckhefer Group. All rights reserved.

Website Design For Financial Services Professionals