$240.8M Total AUM
$240.8M Disc. AUM
-- 3Y CAGR
3 Employees
61 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2024
- Office Locations
- 1
Office Locations
1323 W. Towne Square Road Mequon WI
About THE Kieckhefer Group
The Kieckhefer Group is a Mequon, WI-based RIA serving retail clients, with a focus on entrepreneurs. The team provides portfolio construction and asset allocation, alongside tax planning, insurance, and business succession planning. Portfolios are implemented primarily with ETFs (with additional use of public funds and U.S. government/agency exposure) and custody through Charles Schwab.
Team overview
-- AVG AGE
$120.4M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT ALLISON KIECKHEFER
Managing Member, Partner
- CRD
- #3158584
- Ownership
- 50% but less than 75%
Available
Available
Available
Evan Salmela
Investment Adviser Representative, Partner
- CRD
- #7400402
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,822,533 | $1,627,179 |
| Non-Discretionary | $0 | -- |
| Total | $240,822,533 | $1,627,179 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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