Robert Allison Kieckhefer
Investment adviser representative at The Kieckhefer Group
15 yearsExperience
1 stateRegistered in
$240.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- The Kieckhefer GroupJun 2024 to now
- M Holdings Securities, Inc.May 2022 to Jan 2023
- Denali Wealth Management, Inc.Jun 2021 to May 2024
- LPL Financial, LLCDec 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WI).
The Kieckhefer Group
Legal name: The Kieckhefer Group LLC
$240.8MAssets managed
61Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3158584
- Firm CRD
- 331128