LPL Financial Email Format

Financial ServicesWisconsin, United States2-10 Employees

Based in Brookfield, Wisconsin, The Kieckhefer Group functions as a retirement plan advisory firm within the financial services industry. It offers consulting, implementation, and ongoing monitoring to help employers design and manage retirement and wealth accumulation programs, leveraging independent, non-proprietary approaches. Its portfolio covers a broad set of plans, including 401(k) plans, profit-sharing arrangements, 403(b) plans, cash balance plans, defined benefit plans, and non-qualified deferred compensation plans, with a priority on fiduciary responsibility and the participants' interests. The firm serves employers seeking strategic retirement plan frameworks and their employees who participate in those plans, operating with a small firm profile. It has received consistent industry recognition through multiple award nominations and honors, reflecting its established role in retirement plan advisory.

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