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James Kieckhaefer

James Kieckhaefer

Associate Vice President

Followers of James Kieckhaefer839 followers
location of James KieckhaeferGreater Milwaukee

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  • Timeline

  • About me

    Managing Director - Financial Advisor at RBC Wealth Management

  • Education

    • University of Wisconsin-Madison - School of Business

      1978 - 1982

    • Marquette University

      1984 - 1987
      MBA

  • Experience

    • Morgan Stanley

      May 1992 - May 2001
      Associate Vice President

    • Wells Fargo Advisors

      May 2001 - Oct 2020
      Managing Director - Investment Officer

    • RBC Wealth Management

      Oct 2020 - now
      Managing Director - Financial Advisor

  • Licenses & Certifications

    • Accredited Investment Fiduciary® (AIF®) Designation

      Fi360
      Nov 2016

    • Certified Public Accountant

      American Institute of Certified Public Accountants
      Aug 1983

  • Honors & Awards

    • Awarded to James Kieckhaefer
      NAPA Top DC Advisor Teams National Association of Plan Advisors Mar 2025 The 2025 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2025. Data as of 12/31/2024. The award recognizes retirementplan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided toclients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
    • Awarded to James Kieckhaefer
      2020 Forbes Best-in-State Wealth Advisor Forbes Jan 2020 Forbes Best-in-State Wealth Advisors. Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance not a criterion.
    • Awarded to James Kieckhaefer
      2019 Forbes Best-in-State Wealth Advisor Forbes Jan 2019 Forbes Best-in-State Wealth Advisors. Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance not a criterion.