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Derek Jorgensen
Client Services Associate at The Kieckhefer
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Work Experience
Client Services Associate
Jun 2016 - Present · 8 years and 6 months
Mortgage Banking Qc Specialist Iii
Feb 2010 - May 2016 · 6 years and 3 months
Mortgage Fraud Investigator And Investigative Underwriter
Aug 2007 - Feb 2010 · 2 years and 6 months
Company Details
2-10 Employees
The Kieckhefer Group is a leading retirement plan advisor providing sophisticated consulting services that create a strategic framework for retirement and wealth accumulation plans. Through our innovative and non-proprietary solutions, we are positioned to help employers and employees as they address their needs. Our services include consulting, implementing and monitoring: • 401(k) Plans • Profit Sharing Plans • 403(b) Plans • Cash Balance Plans • Defined Benefit Plans • Non-Qualified Deferred Compensation Plans We take tremendous pride in the work we do on behalf of our clients. Our goal is to conduct business with integrity, hold ourselves to the highest of fiduciary standards, and act in the best interest of your plan participants. Awards: Finalist for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year Award Nominated for 2016 NAPA 401(k) Advisor Leadership Award Rob is chairman of the investment committee of the 529 college savings board in WI 2015 Janet has received the NAPA Top Woman Advisors Award - All Star 2015 Top 401(k) Retirement Advisors as published in Financial Times 2015 Planadviser Top 100 Individuals - Rob Kieckhefer Nominated for PLANSPONSOR Magazine, Retirement Plan Team Adviser Team of the Year: 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014 Retirement Advisor Council Member - Rob Kieckhefer Retirement Partners Group Member - Rob Kieckhefer 2014 PLANSPONSOR Retirement Plan Adviser of the Year Award Finalist 2013 planadviser Top 100 Retirement Plan Advisers Award-The Kieckhefer Group 2013 and 2014 Five Star Wealth Manager Award–Robert Kieckhefer 2013 LPL Financial Director’s Club Award, Robert Kieckhefer
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
13400 Bishops Lane #70 Brookfield, Wisconsin 53005, US
Keywords
401k Retirement Plan AdvisorsExecutive Benefits - Non-Qualified Deferred Compensation PlansIndividual & Group Participant EducatioLong-Term Care InsuranceCorporate Cash ManagementIndividual Wealth ManagementCash Balance PlansFiduciaries
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