AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
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.

top-8-questions

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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
2

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 (3/6/2025)

Regulatory assets under management

Total Number of Accounts150
AUM (Assets Under Management)$ 184,624,588

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

TRUST BUT VERIFY

Monitor Evan Salmela

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Shelly May Wohler
Shelly WohlerAdvisorCheck Check Mark
INDEPENDENT FINANCIAL PARTNERS
IAR
RR
Brookfield, WI
Casey John Berrall
Casey BerrallAdvisorCheck Check Mark
BKM WEALTH MANAGEMENT
IAR
Brookfield, WI
CB
Carson BiberAdvisorCheck Check Mark
DRAKE & ASSOCIATES, LLC
IAR
WAUKESHA, WI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics