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Insights

Specialized Retirement Services The Kieckhefer Group specializes in retirement plan consulting, including 401(k), profit sharing, 403(b), cash balance, defined benefit, and non-qualified deferred compensation plans, making them a key partner for organizations seeking comprehensive retirement solutions.

Industry Recognition With multiple awards and nominations such as Finalist for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year and the NAPA Top Woman Advisors Award, the firm demonstrates credibility and trustworthiness that could facilitate introductions and partnership opportunities.

Tech-Enabled Approach The company leverages a modern tech stack including cloud services, security protocols, and social media integrations, indicating openness to innovative digital solutions that can enhance client engagement or operational efficiencies.

Market Position and Growth Operating with a revenue range of 1 million to 10 million and a small team of 2 to 10 employees, The Kieckhefer Group presents an opportunity for tailored, high-touch financial advisory services to grow its client base.

Alignment with Large Firms Despite its small size, the firm aligns with larger industry players with comparable services, suggesting potential for strategic alliances, technology partnerships, or referral networks to expand its market reach.

Similar companies to LPL Financial

LPL Financial Tech Stack

LPL Financial uses 8 technology products and services including RSS, Cloudflare, Linkedin Sign-in, and more. Explore LPL Financial's tech stack below.

  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • Linkedin Sign-in
    Identity Verification
  • HSTS
    Security
  • X-XSS-Protection
    Security
  • reCAPTCHA
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

Media & News

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
40%
Fir.Last@kieckhefergroup.comJoh.Doe@kieckhefergroup.com
10%
First.Last@kieckhefergroup.comJohn.Doe@kieckhefergroup.com
40%
Fir.Last@kieckhefergroup.comJoh.Doe@kieckhefergroup.com
10%

Frequently Asked Questions

Where is LPL Financial's headquarters located?

Minus sign iconPlus sign iconLPL Financial's main headquarters is located at 13400 Bishops Lane #70 Brookfield, Wisconsin 53005 United States. The company has employees across 1 continents, including North America.

What is LPL Financial's phone number?

Minus sign iconPlus sign icon You can contact LPL Financial's main corporate office by phone at
+1-262-784-****
. 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?

Minus sign iconPlus sign iconLPL Financial's official website is kieckhefergroup.com and has social profiles on LinkedIn.

What is LPL Financial's NAICS code?

Minus sign iconPlus sign iconLPL Financial's NAICS code is 52 - Finance and Insurance.

How many employees does LPL Financial have currently?

Minus sign iconPlus sign iconAs of February 2026, LPL Financial has approximately 3 employees across 1 continents, including North America. Key team members include Managing Partner: R. K.Partner: E. S.Vice President: T. T.. Explore LPL Financial's employee directory with LeadIQ.

What industry does LPL Financial belong to?

Minus sign iconPlus sign iconLPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

Minus sign iconPlus sign iconLPL Financial's tech stack includes RSSCloudflareLinkedin Sign-inHSTSX-XSS-ProtectionreCAPTCHAX-Content-Type-OptionsGoDaddy.

What is LPL Financial's email format?

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

LPL Financial

Financial ServicesWisconsin, United States2-10 Employees

The Kieckhefer Group is a leading retirement plan advisor providing sophisticated consulting services that create a strategic framework for retirement and wealth accumulation plans. Through our innovative and non-proprietary solutions, we are positioned to help employers and employees as they address their needs. 

Our services include consulting, implementing and monitoring:
               •  	401(k) Plans 
               •	Profit Sharing Plans 
               •	403(b) Plans 
               •	Cash Balance Plans 
               •	Defined Benefit Plans 
               •	Non-Qualified Deferred Compensation Plans 

We take tremendous pride in the work we do on behalf of our clients.  Our goal is to conduct business with integrity, hold ourselves to the highest of fiduciary standards, and act in the best interest of your plan participants.

Awards:

Finalist for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year Award
Nominated for 2016 NAPA 401(k) Advisor Leadership Award
Rob is chairman of the investment committee of the 529 college savings board in WI
2015 Janet has received the NAPA Top Woman Advisors Award - All Star
2015 Top 401(k) Retirement Advisors as published in Financial Times
2015 Planadviser Top 100 Individuals - Rob Kieckhefer
Nominated for PLANSPONSOR Magazine, Retirement Plan Team Adviser Team of the Year:
   2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014
Retirement Advisor Council Member - Rob Kieckhefer
Retirement Partners Group Member - Rob Kieckhefer
2014 PLANSPONSOR Retirement Plan Adviser of the Year Award Finalist 
2013 planadviser Top 100 Retirement Plan Advisers Award-The Kieckhefer Group 
2013 and 2014 Five Star Wealth Manager Award–Robert Kieckhefer 
2013 LPL Financial Director’s Club Award, Robert Kieckhefer

Section iconCompany Overview

Headquarters
13400 Bishops Lane #70 Brookfield, Wisconsin 53005 United States
Phone number
+1-262-784-****
Website
kieckhefergroup.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    R. K.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. T.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. J.
    Client Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Financial Advisor
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. L.
    Administrative Assistant And Maintenance Dispatch Coordinator
    Phone icon
    Mobile Phone

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