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1323 W. Towne Square Road, Mequon, WI 53092-5047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-25 |
Branch Locations
1323 W. Towne Square Road, Mequon, WI 53092-5047 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookfield | WI | 12/2011 | 06/2021 |
| Denali Wealth Management, Inc. | Mequon | WI | 06/2021 | 05/2024 |
| M Holdings Securities, Inc. | Portland | OR | 05/2022 | 01/2023 |
| The Kieckhefer Group | Mequon | WI | 06/2024 | Present |
4/22/2021 - Ridgway LLC dba Price Erecting Co. - Not Investment Related - 10910 W. Lapham Street - Price Erecting is a construction company - Maryglen Price Kieckhefer, my wife, is the majority owner - Started 03/15/2005 - I attend a Wednesday morning weekly meeting - 10 Hours Per Month / 2 Hours from 6:30 am to 8:30 am - on Wednesdays - the meeting and travel time back to my office overlaps with Securities Trading - Time Spent 10% - I own less than 10% of wife's family construction company / My wife owns 0ver 60% of the company and controls the company. I receive a $60,000 annual consulting fee when the company is profitable and my wife and I receive income from the company to pay taxes when the company has an income. Income varies with the profitability of the company. At the weekly meetings, manpower, project status and accounting are reviewed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-14 |
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