Robert Kieckhefer

Robert Kieckhefer Email and Phone Number

Managing Partner at The Kieckhefer Group @ The Kieckhefer Group
brookfield, wisconsin, united states
Robert Kieckhefer's Location
Brookfield, Wisconsin, United States, United States
Robert Kieckhefer's Contact Details

Robert Kieckhefer personal email

n/a

Robert Kieckhefer phone numbers

About Robert Kieckhefer

I am successfully and positively impacting the retirement goals of thousands of my 401(k) plan participants and Non Qualified participants. I am helping them manage their fees, improving their investment choices, showing them how to allocate their assets, and encouraging savings. My goal is to leverage my position in the industry and expand my circle of influence so that more participants can reach a successful retirement.

Robert Kieckhefer's Current Company Details
The Kieckhefer Group

The Kieckhefer Group

View
Managing Partner at The Kieckhefer Group
brookfield, wisconsin, united states
Website:
kieckhefergroup.com
Employees:
4
Robert Kieckhefer Work Experience Details
  • The Kieckhefer Group
    Managing Partner
    The Kieckhefer Group Dec 2011 - Present
    13400 Bishops Lane #70 Brookfield Wi 53005
    The Kieckhefer Group is one of the leading retirement plan advisors providing sophisticated consulting services that create a strategic framework for retirement and wealth accumulation plans. Through our innovative and non-proprietary solutions, we are positioned to help employers and employees as they address their needs. Our services include consulting, implementing and monitoring: • 401(k) Plans • Profit Sharing Plans • 403(b) Plans • Cash Balance Plans • Defined Benefit Plans • Non-Qualified Deferred Compensation Plans We take tremendous pride in the work we do on behalf of our clients. Our goal is to conduct business with integrity, hold ourselves to the highest of fiduciary standards, and act in the best interest of your plan participants. Specialties401k Retirement Plan Advisors, Executive Benefits - Non-Qualified Deferred Compensation Plans, Individual & Group Participant Education, Long-Term Care Insurance, Corporate Cash Management, Individual Wealth Management, Cash Balance Plans, Fiduciaries • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, CT, DE, FL, IA, IL, IN, MN, OH, WI.Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please see contact info above.
    View
  • Price Erecting
    President
    Price Erecting 2005 - 2012
    Price Erecting is a rigging company that works across the country using Ironworkers, Millwrights and Operating Engineers.
  • Rbc Wealth Management
    First Vice President
    Rbc Wealth Management Jul 2002 - Dec 2011
    I was a retail stock broker who specialized in both qualified and nonqualified deferred compensation plans for businesses.I branched out an did cash management for corporations and group long term care insurance.We managed about $1 billion in assets. Most of the investments were mutual funds. The cash management side of the business was all dividend paying stocks, partnerships and ETFs.
    View
  • Wachovia Securities Financial Network
    Financial Consultant
    Wachovia Securities Financial Network Nov 1998 - Jul 2002
    Retail Broker specializing in both qualified and nonqualified deferred compensation plans.
    View

Robert Kieckhefer Skills

Investments Estate Planning Venture Capital Mergers Non Qualified Deferred Com Plans Asset Allocation Modeling Portfolio Management Registered Investment Advisor 401 Plans Qualified Deferred Comp Plans Asset Allocation Securities 401k Employee Benefits Private Equity Mergers And Acquisitions Risk Management Investment Advisory Small Business Insurance Leadership Retirement Strategic Financial Planning Retirement Planning Strategic Planning Finance Management Series 63 Financial Advisory Financial Services Series 7 Mutual Funds Wealth Management Due Diligence Investment Strategies Asset Management Etfs Financial Analysis Financial Planners Executive Management Equities Series 6 Valuation Cash Management Retirement Plan Consulting Banking Corporate Finance Financial Modeling Fixed Income Loans

Robert Kieckhefer Education Details

Frequently Asked Questions about Robert Kieckhefer

What company does Robert Kieckhefer work for?

Robert Kieckhefer works for The Kieckhefer Group

What is Robert Kieckhefer's role at the current company?

Robert Kieckhefer's current role is Managing Partner at The Kieckhefer Group.

What is Robert Kieckhefer's email address?

Robert Kieckhefer's email address is ro****@****csc.com

What is Robert Kieckhefer's direct phone number?

Robert Kieckhefer's direct phone number is +126278*****

What schools did Robert Kieckhefer attend?

Robert Kieckhefer attended University Of Wisconsin-Madison, University Of Pennsylvania.

What are some of Robert Kieckhefer's interests?

Robert Kieckhefer has interest in Economic Empowerment, Politics, Environment, Education, Science And Technology.

What skills is Robert Kieckhefer known for?

Robert Kieckhefer has skills like Investments, Estate Planning, Venture Capital, Mergers, Non Qualified Deferred Com Plans, Asset Allocation Modeling, Portfolio Management, Registered Investment Advisor, 401 Plans, Qualified Deferred Comp Plans, Asset Allocation, Securities.

Who are Robert Kieckhefer's colleagues?

Robert Kieckhefer's colleagues are Evan Salmela, Cfa, Janet Ganong.

Not the Robert Kieckhefer you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.