Skip to main content

The Kieckhefer Group
  • Home
  • Why Us? 
    • Awards & Recognition
    • Process
    • Strategic Partnerships
  • Retirement Services
  • Executive Benefits - NQDC Plans
  • Our Team
  • Resources 
    • Weekly Commentary
    • Quarterly Insights
    • Featured LPL Research
    • Our Blog
  • Contact

    You are here

  1. Home
  2. Our Team

Our Team

Robert “Rob” Kieckhefer, AIF®

Managing Partner, Retirement Plan Consultant

Rob is the founder and Managing Partner of The Kieckhefer Group. Focusing his securities career on retirement plans, Rob works closely with business owners by assisting them with their investment and retirement planning needs. Rob attended the University of Pennsylvania, earning a Bachelor of Science degree in Chemical Engineering, as well as a Bachelor of Arts degree. He then attended the University of Wisconsin in Madison, earning a Master’s degree in Environmental Engineering.

Rob serves on the EdVest 529 College Savings Board as an appointee of the Wisconsin State Department of the Treasury and the Governor. Rob holds the FINRA series 7 and 66 registrations through LPL Financial. He and his wife, Maryglen, currently reside in Mequon, Wisconsin.

Janet L. Ganong, AIF®

Partner-Retirement Plan Consultant

Janet Ganong, Partner of The Kieckhefer Group, has been working in the securities industry for over twenty years. She specializes in 401(k) plan design, ERISA regulations and employee education. Because of  her experience, she is a frequent speaker at national conferences. Janet earned a Bachelor of Business Administration in Economics from the University of Wisconsin-Eau Claire. She then attended the University of Dallas, earning a Master of Business Administration in Industrial Management.

Janet holds the FINRA series 7, 6, 63, and 66 registrations through LPL Financial. She has also obtained the Accredited Investment Fiduciary designation. Janet currently resides in Cudahy, Wisconsin.

John Persa, JD, CERTIFIED FINANCIAL PLANNER™

Financial Consultant, Retirement Plan Consultant

John, a CERTIFIED FINANCIAL PLANNER™ professional, has worked with retirement plan sponsors and participants throughout his financial services career. As Vice President of Strong Retirement Plan Services, he was involved in creating Strong’s recordkeeping capability and implementing the participant services program. John received his Bachelor of Science degree from the University of Wisconsin, Milwaukee. He also attended Marquette University Law School, earning his Juris Doctor, and Cardinal Stritch University, earning a Master’s in Business Administration.

In his role as a CERTIFIED FINANCIAL PLANNER™ professional, he has helped plan participants, company officers, and directors plan for their financial future.

Ready to learn how a CERTIFIED FINANCIAL PLANNER™ professional can help with your retirement planning needs? Please call for more information: (262) 784-0754.

Jason Speich, MBA, CPA, AIF®

Partner, Financial Consultant

Jason Speich, Partner of The Kieckhefer Group, has been working in the securities industry for over ten years. He specializes in retirement planning, 401(k) plan design, ERISA regulations and employee education. He has varied experience working with 401(k) plans, auditing them as a CPA and overseeing them as a CFO and Fiduciary. Jason attended Indiana University, earning a Bachelor of Science in Finance and the University of Wisconsin in Madison, earning a Master’s degree in Business Administration.

Jason holds the FINRA series 7 and 66 registrations through LPL Financial. He has also obtained the Accredited Investment Fiduciary designation. Jason, his wife Marcella, and their 3 kids currently reside in Madison, Wisconsin.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Brookfield Office

Phone: 262-784-0754
Email Rob

13400 Bishops Ln. Suite 70 , Brookfield, WI 53005

  Follow Us   Follow Rob

Get Directions

 

Madison Office

Phone: (608) 255-3333

301 E. Johnson St.
Madison, WI 53703

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arkansas, California, Colorado, Connecticut, Florida, Illinois, Minnesota, New Mexico, North Carolina, Ohio, Rhode Island, Tennessee and Wisconsin.

 

© 2018 The Kieckhefer Group. All rights reserved.

Website Design For Financial Services Professionals