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Robert “Rob” Kieckhefer, AIF®

Managing Partner, Retirement Plan Consultant

Phone: 414-852-9595

Email: [email protected]

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, as well as his Wisconsin life and health insurance licenses. He and his wife, Maryglen, currently reside in Mequon, Wisconsin.
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Evan Salmela, CFA

Portfolio Manager

414-704-3826
[email protected]

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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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


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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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