Robert Kieckhefer, financial advisor Mequon WI

Robert Kieckhefer

CRD Number: 3158584
Current Firm: Denali Wealth Management, Inc.

Robert Kieckhefer (CRD# 3158584) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 25 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Mequon WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Mequon WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Mequon WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR May 2022 - Current 1
Denali Wealth Management, Inc. Mequon, WI Jun 2021 - Current 2
Lpl Financial, LLC Brookfield, WI Dec 2011 - Jun 2021 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert A. Kieckhefer
Phone Number: 414-978-0020
Firm Website: http://www.denaliwm.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $573,922
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CO, CT, FL, IL, MA, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Robert Kieckhefer and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.