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The Kieckhefer Group

Updated today

Client assets under management

$240,822,533

Clients

61

48% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$3,947,910

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

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 1.5% $1,000,001 - $5,000,000: 1.25% $5,000,001+: 1%

Other

Account minimum: $50,000

Main office location

The Kieckhefer Group

1323 W. Towne Square Road

Mequon WI 53092-5047, United States

Number of offices

1

Most active in

Illinois · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

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.

Options & derivatives strategies
user avatar

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.

Options & derivatives strategies
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