Insights

Retirement Expertise The Kieckhefer Group specializes in non-proprietary retirement and wealth accumulation consulting, offering a broad suite of plans (401(k), Profit Sharing, 403(b), Cash Balance, Defined Benefit, Non-Qualified Deferred Compensation) which indicates potential upsell across plan types and fiduciary services.

Fiduciary Focus Emphasis on fiduciary integrity and best-interest outcomes suggests opportunities to pitch governance, compliance, and participant outcomes enhancements to mid-market employers seeking trusted retirement program stewardship.

Industry Recognition A track record of awards and leadership roles (PLANSPONSOR, NAPA, Five Star, plan adviser accolades) signals credibility that can be leveraged in outreach to larger prospective clients and to differentiate in competitive bids.

Tech and Security Active use of modern web technologies and security measures (Drupal/WordPress, Cloudflare, reCAPTCHA, X-Content-Type-Options) points to comfort with secure, scalable digital engagements and potential for client-facing portals or digital onboarding improvements.

Growth Signals Revenue range indicates a small to midsize advisory firm with growth potential; as LPL Financial-backed or partner network may present cross-sell opportunities for asset allocation services, retirement plan administration, and wealth management integration for employer clients.

Similar companies to LPL Financial

LPL Financial Tech Stack

LPL Financial uses 8 technology products and services including WordPress, Cloudflare, MySQL, and more. Explore LPL Financial's tech stack below.

  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • HSTS
    Security
  • reCAPTCHA
    Security
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

LPL Financial's Email Address Formats

LPL Financial uses at least 1 format(s):
LPL Financial Email FormatsExamplePercentage
First.Last@kieckhefergroup.comJohn.Doe@kieckhefergroup.com
80%
Fir.Last@kieckhefergroup.comJoh.Doe@kieckhefergroup.com
20%

Frequently Asked Questions

What is LPL Financial's phone number?

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You can contact LPL Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LPL Financial's official website and social media links?

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LPL Financial's official website is kieckhefergroup.com and has social profiles on LinkedIn.

How much revenue does LPL Financial generate?

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As of July 2026, LPL Financial's annual revenue is estimated to be $1M - $10M.

What is LPL Financial's NAICS code?

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LPL Financial's NAICS code is 52 - Finance and Insurance.

How many employees does LPL Financial have currently?

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As of July 2026, LPL Financial has approximately 2 employees across 1 continents, including North America. Key team members include Vice President: T. T.Financial Advisor: J. P.. Explore LPL Financial's employee directory with LeadIQ.

What industry does LPL Financial belong to?

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LPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

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LPL Financial's tech stack includes WordPressCloudflareMySQLHSTSreCAPTCHAX-XSS-ProtectionX-Content-Type-OptionsGoDaddy.

What is LPL Financial's email format?

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LPL Financial's email format typically follows the pattern of First.Last@kieckhefergroup.com. Find more LPL Financial email formats with LeadIQ.
LPL Financial logo

LPL Financial

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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    LPL Financial's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    LPL Financial's revenue is estimated to be in the range of $1M - $10M

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