Fee-only adviser · Mequon, WI
The Kieckhefer Group
The Kieckhefer Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mequon, Wisconsin. On its latest Form ADV, filed January 27, 2026, it reports $241M in regulatory assets under management, 61 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 331128 · SEC file 801-130293 |
| Office | 1323 W. Towne Square Road Mequon, WI 53092 |
| Phone | (414) 704-3826 |
| Website | www.kieckhefergroup.com |
| Regulatory assets under management | $241M |
| Individual clients | 32 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mequon
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- Denali Wealth Management, Inc. $226M
- Summit Financial Management LLC $65M
- Beadell a D Investment Counsel Inc $250M
- McDevitt & Bird Investment Management Co $8.9M
See all 7 fee-only advisers in Mequon →
Nearby
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- Cedarburg 1 firm
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- Wauwatosa 3 firms
- Brookfield 8 firms
- Elm Grove 4 firms
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