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ES

Evan Salmela

THE KIECKHEFER GROUP
MEQUON, WI 53092-5047
Some features on this profile are disabled
CRD#: 7400402
ES

Professional summary

Evan Salmela is a registered financial advisor currently at THE KIECKHEFER GROUP located in Mequon, Wisconsin.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 2 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Salmela's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 5, 2024 - Present

THE KIECKHEFER GROUP

Office #1: 1323 W. Towne Square Road, Mequon, WI 53092-5047
RIA
CRD#: 331128
MEQUON, WI
Past

July 13, 2021 - July 2, 2024

DENALI WEALTH MANAGEMENT, INC.

RIA
CRD#: 153323
MEQUON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TK
THE KIECKHEFER GROUP
THE KIECKHEFER GROUP | THE KIECKHEFER GROUP LLC

CRD#: 331128 / SEC#: 801-130293

RIA
Registered Investment Advisory firm - (5/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(6/5/2024)

Exams

General Industry/Product Exam
RR
SIE
Date: 5/14/2021
Securities Industry Essentials Examination

Current Firm

TK
THE KIECKHEFER GROUP
THE KIECKHEFER GROUP | THE KIECKHEFER GROUP LLC

CRD#: 331128 / SEC#: 801-130293

RIA
Registered Investment Advisory firm - (5/16/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1323 W. Towne Square Road, Mequon, WI 53092-5047
Mailing Address
Phone number
(414) 704-3826
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE KIECKHEFER GROUP ADV PART 2A (1/27/2026)

Regulatory assets under management

Total Number of Accounts148
AUM (Assets Under Management)$ 240,822,533

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE KIECKHEFER GROUP

CRD#: 331128Mequon, WI 53092-5047

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