The Kieckhefer Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Kieckhefer Group provides discretionary portfolio management and investment analysis to individuals, high‑net‑worth clients, and some businesses. The firm manages approximately $240.8 million in discretionary assets for about 61 clients and requires a written financial services agreement that grants it discretionary authority before managing accounts.
Investment decisions draw on a mix of fundamental, technical, cyclical, and economic analysis and can include both long‑ and short‑term trades as part of strategic asset allocation. The firm incorporates model outputs into its process but states it often gives heavier weight to professional judgment when implementing trades and asset‑allocation changes.
What is noteworthy about the firm is its use of derivatives, including options, within separately managed accounts to pursue hedging and tactical objectives — a practice that is uncommon among similar supported firms. The firm operates with a small advisory team and manages exclusively discretionary assets while relying on institutional custody and execution services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% $1,000,001 - $5,000,000: 1.25% $5,000,001+: 1%
Account minimum: $50,000
Main office
1323 W. Towne Square Road
Mequon WI 53092-5047
Advisors at this office
2
Most active in
Illinois · Wisconsin
Also doing business as
The Kieckhefer Group · The Kieckhefer Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Evan S
CFA®
Mequon, WI
The Kieckhefer Group
Evan Salmela is a CFA® charterholder with four years of industry experience. He is currently an advisor at The Kieckhefer Group, where he has worked since 2024. Prior to this, he held positions at Denali Wealth Management, Inc. and RMV Capital. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis and incorporates options and other derivatives within a strategic asset allocation framework.
Robert K
Series 63, Series 65
Mequon, WI
The Kieckhefer Group
Robert Kieckhefer is a financial advisor at The Kieckhefer Group with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities, Denali Wealth Management, and LPL Financial. Outside of his advisory role, he serves as a consultant for a family-owned construction company, receiving a variable annual fee based on the company’s profitability. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis, incorporating both long- and short-term strategies and explicit use of options and derivatives within a strategic asset allocation framework.
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