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The Kieckhefer Group

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Wealth Management
HIGH NET WORTH INDIVIDUALS
Corporate Cash Management


Why The Kieckhefer Group?

The Kieckhefer Group is a leading retirement planning firm, providing sophisticated consulting services that create a strategic framework for retirement plans and plans that seek wealth accumulation. Through our innovative and non-proprietary solutions, we are positioned to help employers and employees address their needs.

Retirement Planning Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Retirement Plan Design Assistance

As a part of the plan design process, we will help you: Balance your needs and your objectives. Identify your goals in order to recommend strategies and solutions.

 

Investment Monitoring and Selection Help

Our organize-formalize-implement-monitor System helps you follow a fiduciary process that seeks to ensure that the investment options included in your plan meet the criteria identified in your Investment Policy Statement.

 

Review and Reporting

As a fiduciary, it is your responsibility to know and understand how participants are utilizing the plan and how the investments are performing.

 

Working With Us

When working with us, you have access to an experienced, professional team that can help you create a strategic framework for retirement plans, and plans that seek wealth accumulation. Our service begins with listening to your goals and objectives in order to suggest programs to address both employer and employee needs and goals.

 

How We Help

The Kieckhefer Group provides independent financial consulting services to individual and corporate clients. Our team of advisors is committed to act in the best interest of our clients by conducting our business with integrity and holding ourselves to the highest fiduciary standards.

 

A Process, Not a Product

Implementing each of these factors is vital to a plan’s success. At The Kieckhefer Group, we understand that every client has different needs. Our structured approach is matched with a personal analysis of each factor to create the right plan for each client.

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Learn more about the Team.

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Robert “Rob” Kieckhefer

Managing Partner, Retirement Plan Consultant

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Robert “Rob” Kieckhefer

Phone: 414-852-9595

Email: rob.kieckhefer@kieckhefergroup.com

Rob is the founder and Managing Partner of The Kieckhefer Group. Focusing his securities career on retirement plans, Rob works closely with business owners by assisting them with their investment and retirement planning needs. Rob attended the University of Pennsylvania, earning a Bachelor of Science degree in Chemical Engineering, as well as a Bachelor of Arts degree. He then attended the University of Wisconsin in Madison, earning a Master’s degree in Environmental Engineering.

Rob previously served on the EdVest 529 College Savings Board as Head of Investment Commitee, as an appointee of the Wisconsin State Department of the Treasury and the Governor. Rob holds the FINRA series S65 registrations. He and his wife, Maryglen, currently reside in Mequon, Wisconsin.

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Evan Salmela

Portfolio Manager

CFA

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Evan Salmela

Phone: 414-704-3826

Email: evan.salmela@kieckhefergroup.com

Evan Salmela joined The Kieckhefer Group in 2021. He traded S&P options as a floor trader at the CBOT (Chicago Board of Trade) for 12 years, before making the switch to wealth management. Evan holds a Bachelor's degree in Business, with a concentration in Finance, from Cornell University. He earned his CFA charter and is a member of the CFA Society of Milwaukee. Originally from Whitefish Bay, Evan graduated from University School of Milwaukee in 2001. A lifetime hockey player, he went on to play 4 years of college hockey at Cornell. He currently resides in Lake Bluff and is married with 4 children.

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Our Blog

Learn more about the financial industry.

Latest Blog Posts

10 steps to pick a target-date fund - USA TODAY
Dec 21, 2022 by The Kieckhefer Group

Robert Kieckhefer, a managing partner with the Kieckhefer Group in Mequon, Wis., suggested in a recent article in a trade publication that employers consider ...

https://www.usatoday.com/story

(presented here for your perusal...)

By Robert Powell  -  Special for USA TODAY

Key Points

Target-date funds...

Read More
Retire to Happiness: Tips to Thrive in the Next Chapter of Life
Sep 29, 2016 by The Kieckhefer Group

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business. You’re not solely defined by the question, “What do you do?” But, it doesn’t mean you should stop defining the answer for such an inquiry in your retirement era....

Read More
Are You Nominally or Really on Track to Your Retirement Goals?
Jun 21, 2016 by The Kieckhefer Group

Amidst the more obvious lingering effects of a sluggish economy, such as slow job growth, decreasing incomes, low interest rates and shaky consumer confidence, there lurks a more insidious threat which, thus far, has largely been ignored. Inflation or the prospect of its resurgence has somehow remained under the radar; perhaps because the official measure, the Consumer Price Index (CPI), is still below historical averages, or perhaps because the government has done such a good job in...

Read More

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: rob.kieckhefer@kieckhefergroup.com


Evan Salmela

Phone: 414-704-3826
Email: evan.salmela@kieckhefergroup.com

 






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


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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.

 

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