Kiehne Wealth & Retirement, LLC

The firm is a state-registered, independent advisory practice that provides discretionary asset management, retirement planning and rollover advice, and related consultative services to individual and high‑net‑worth clients. It manages roughly $5.5 million for about 106 clients and delivers tailored portfolio management and financial planning on a one‑on‑one basis.

The adviser blends fundamental, technical and charting analysis and uses a mix of long‑term and short‑term positions, frequent trading when appropriate, and tactical asset allocation to implement client strategies. Portfolios are generally managed on a discretionary basis with client‑imposed investment restrictions permitted, quarterly reviews conducted, and an explicit policy against recommending inverse or leveraged ETFs.

Noteworthy for a solo independent firm, the managing adviser also operates as a licensed insurance agent in a separate capacity and sells fixed annuities, life insurance and Medicare supplement products for commission; the brochure discloses this potential conflict and describes internal procedures and client disclosure to address it. The firm additionally maintains roughly 20 legacy client relationships through another advisory firm and the adviser has an ownership interest in the commercial property that houses the practice, both of which are atypical arrangements for firms of this size.