LPL Financial Employee Directory

Q: How many employees does LPL Financial have currently?

LPL Financial has approximately 3 employees.

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

Find LPL Financial employees' phone numbers or email addresses

LPL Financial Global Highlights

North America
7

United States Of America
7

LPL Financial's Leadership

R. K.
Managing Partner
Mobile Phone
Email
E. S.
Partner
Mobile Phone
Email
T. T.
Vice President
Mobile Phone
Email
D. J.
Client Services Associate
Mobile Phone
Email
J. P.
Financial Advisor
Mobile Phone
Email
S. L.
Administrative Assistant And Maintenance Dispatch Coordinator
Mobile Phone
Email

LPL Financial Employee Metrics

100%

50%

0%

2026

2025

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Contact profiles from LPL Financial

Name

Title

Contact Info

Location

Last Update

R. K.
Managing Partner
Mobile Phone
Email
United StatesWisconsin
Sep 08, 2025
E. S.
Partner
Mobile Phone
Email
Mar 24, 2026
T. T.
Vice President
Mobile Phone
Email
Oct 16, 2024
D. J.
Client Services Associate
Mobile Phone
Email
United StatesMichigan
Oct 17, 2024
J. P.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
S. L.
Administrative Assistant And Maintenance Dispatch Coordinator
Mobile Phone
Email
United StatesWisconsin
May 04, 2024

Frequently Asked Questions

What is LPL Financial known for?

LPL Financial operates in the Financial Services industry. The company's main headquarters is located in 13400 Bishops Lane #70 Brookfield, Wisconsin 53005 United States; you can contact the main corporate office by phone at

+1-262-784-****

. Explore LPL Financial's company overview page for more information.

What is LPL Financial's most common email format?

LPL Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LPL Financial email formats with LeadIQ.

How many employees does LPL Financial have currently?

LPL Financial has approximately 3 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are LPL Financial's key employees and leadership?

As of March 2026, LPL Financial's key employees include:

Managing Partner: R. K.
Partner: E. S.
Vice President: T. T.
Client Services Associate: D. J.
Financial Advisor: J. P.

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