Awards & Recognition
- 2013, 2014, 2016, 2017, 2018, 2020, 2021 - Robert Kieckhefer published in Milwaukee Magazine as a Milwaukee Five Star Wealth Manager. (3)
- 2013, 2015, 2017, 2020, 2021 - Rob earned LPL Financial Director's Club Award for 'Outstanding Client Service (4)'
- 2016 – The Kieckhefer Group was named a finalist to Planadviser’s Top 100 Adviser Team
- 2016 - Robert Kieckhefer was both named to The Financial Times 401 Top Retirement Advisors in the US, and in their state of WI.
- The Kieckhefer Group made the Milwaukee Business Journal’s THE LIST for the Largest Milwaukee-area securities brokerages in the 4/3/15 and 4/1/16 editions.
- Nominated for 2016 NAPA 401(k) Adviser Leadership Award
- Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.
- Rob named Top 401(k) Retirement Advisers List in 2015 by Financial Times.
- Awarded to financial advisers managing at least $25 million in defined contribution(DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.
- 2015 – Plan adviser top 100 individuals – Rob Kieckhefer
- Selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.
- Nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees
- 2014 PLANSPONSOR Retirement Plan Adviser of the Year Award Finalist (1)
- 2013 planadviser Top 100 Retirement Plan Advisers Award-The Kieckhefer Group (2)
Nominated for PLANSPONSOR Magazine, Retirement Plan Team Adviser Team of the Year 2007, 2008, 2009, 2010, 2011, 2012, 2013 (5)
Finalist PLANSPONSOR Magazine Retirement Adviser Team of the Year, 2007 and 2009. (5)
(1) Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have obtained the PLANSPONSOR retirement Professional Designation receive an automatic nomination.
(2) Selected based solely on quantitative factors, including plan assists and number of plans, as reported directly by nominees.
(3) Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 or2014 Five Star Wealth Managers.
(4) This distinction is based on annual production ranking of approximately 13,000 registered advisors nationwide who are supported by LPL Financial.
(5) Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have obtained the PLANSPONSOR retirement Professional Designation receive an automatic nomination.
Learn how the award-winning The Kieckhefer Group can put their talents to work for you. Call for more information: (414) 852-9595.
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