Kieckhefer Group LLC
Kieckhefer Group LLC is a Wisconsin-based SEC-registered investment advisory firm headquartered in Brookfield, WI. Founded by Rob Kieckhefer, the firm specializes in retirement-plan consulting and wealth management, offering sophisticated, non-proprietary advisory services to employers and individual clients. With under 25 employees, the Kieckhefer Group leverages more than 95 years of collective investment experience and has been nationally recognized for excellence in retirement plan advisory. The firm primarily serves retirement plans and business owners seeking customized investment and strategic planning solutions.
Investment Strategy
Kieckhefer Group LLC emphasizes consultative, personalized retirement planning and wealth accumulation strategies, employing non-proprietary investment and insurance solutions tailored to the objectives of employers and employees. The firm provides access to a range of investments while prioritizing customized service, comprehensive financial guidance, and long-term value for retirement plans. As part of the LPL Financial Retirement Partner Group network, their approach centers on strategic planning, risk management, and fiduciary oversight.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 42.11% | $90.0M | 482,237 | $134.37 | $186.58 | +$13.8M |
P PLTR | PALANTIR TECHNOLOGIES INC | 12.95% | $27.7M | 151,710 | $75.70 | $182.42 | +$7.0M |
Q QQQ | INVESCO QQQ TR | 3.87% | $8.3M | 13,757 | $515.03 | $600.37 | +$677.0K |
V VOT | VANGUARD INDEX FDS | 3.25% | $6.9M | 23,626 | $253.80 | $293.79 | +$236.4K |
B BWXT | BWX TECHNOLOGIES INC | 3.18% | $6.8M | 36,895 | $145.33 | $184.37 | +$1.7M |