This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$241MItem 5.F on the latest filing (2026-01-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$241M

Private client RAUM

$241MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

148

Individual clients

32

High net worth clients

29

SEC number

801-130293

CIK

2051613

CRD

331128

Filings on the tape

7

First filed

Apr 16, 2024

Latest filed

Jan 27, 2026

Organised

Limited Liability Company, WI

Website

kieckhefergroup.com

• Occurred

  Jul 2, 2024
  Team lift-out

  2 advisors left Denali Wealth Management, Inc. (Mequon, WI) for The Kieckhefer Group on the same day

  Form ADVobserved 6 days ago
  2 advisors
• Occurred

  Apr 16, 2024
  First Form ADV filing

  The Kieckhefer Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf02cb0b-f53e-e1af-0a1e-9a8b7b905bb1

First observed

Apr 16, 2024

Last observed

Jan 27, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.