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The Kieckhaefer Wealth Management Group

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                    • rbcwealthmanagement.com
                  • Sign in Important information
                  • Home
                  • Contact us
                  • About us
                    • Meet the team
                    • Our fiduciary standard
                    • Working with a CFP®
                  • Business owner
                    • Business owner financial services
                    • 401(k) plan reviews for employers
                    • Owner-only 401(k) plans
                  • Retirement
                    • Retirement income planning
                    • Retirement distribution options
                    • Health care in retirement
                  • Wealth planning
                    • RBC WealthPlan
                    • Charitable giving
                    • College savings plans
                    • Legacy planning
                  Lake

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                    Charitable Giving Benefits

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                    Distribution Options for Beneficiaries

                  • May 20, 2022

                    Employee Stock Options – General Questions

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                    Estate planning basics

                  • May 20, 2022

                    Fixed Income Ladders

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                    IRA Beneficiary Planning

                  • February 24, 2018

                    Medicare enrollment considerations

                  • May 20, 2022

                    Mutual Funds - Invest Early and Often (DCA)

                  • May 20, 2022

                    Net Unrealized Appreciation

                  • May 26, 2022

                    Owner-only 401(k) profit sharing plans

                  • May 26, 2022

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                  • October 20, 2017

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                    Why participate in your 401(k) plan

                  Read additional advisor disclosures.

                  Obtain more information about this financial advisor on FINRA's BrokerCheck website

                  Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                  Contact information

                  The Kieckhaefer Wealth Management Group

                  Phone: 262-420-1400

                  James Kieckhaefer, AIF®, CPA*

                  Managing Director - Financial Advisor,
                  Senior Portfolio Director

                  Phone: 262-420-1401
                  Cell: 262-200-1015

                  Kurt Kuettel

                  Senior Vice President - Financial Advisor

                  Phone: 262-420-1403
                  Cell: 262-838-1628

                  Ryan Kieckhaefer, AIF®, CFP®

                  Senior Vice President - Financial Advisor,
                  Senior Portfolio Manager

                  Phone: 262-420-1402
                  Cell: 262-804-1516

                  Margo Bentzler

                  Senior Financial Associate

                  Phone: 262-420-1404
                  Cell: 919-268-5599

                  Address
                  Delafield
                  525 Main Street, Suite 410
                  Delafield, WI 53018
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