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RBC Wealth Management

The Kieckhaefer Wealth Management Group

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      • About us
        • Meet the team
        • Our fiduciary standard
        • Working with a CFP®
      Lake

      Ryan Kieckhaefer, NMLS # 2088538 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , and Ryan Kieckhaefer, NMLS # 2088538 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , and Ryan Kieckhaefer, NMLS # 2088538 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , and Ryan Kieckhaefer, NMLS # 2088538 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      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: 262-420-1401

      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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