Financial Planners in Menomonie, WI and Surrounding Areas

Your Valued Partner in Financial Planning

Financial Planning Team at Waznik Heike Group located in Menomonie, WI providing expert wealth management, retirement planning, tax minimization, and insurance solutions. Professional financial advisors helping clients secure their financial future.





At Waznik Heike Group, LLC, we understand that financial planning is more than just numbers—it's about your future. Among the top financial planners in Menomonie, WI, we proudly serve Western Wisconsin and Eastern Minnesota with honest and fair advice to help you pursue your goals.


About Waznik Heike Group

As a firm of experienced financial advisors, we provide independent, client-focused financial planning tailored to your unique goals. Rooted in integrity and community, we empower individuals, families, and businesses with experienced guidance to build lasting financial confidence.

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Over 100 years of combined experience

Honest and Fair Advice to Help PursueYour Goals

Deep institutional and portfolio research

Local, independent, and client-first approach

Serving clients across 5 convenient locations

  • Menomonie, WI
  • Durand, WI
  • Superior, WI
  • Rice Lake, WI
  • Oakdale, MN 
Explore Our Services

Whether you are newly starting your investment journey, or you need a second opinion on your financial plan, Waznik Heike Group is here to help. Connect with our team today for a no-obligation consultation. Our experienced financial planners in Menomonie, WI take the time to understand your goals, risk tolerance, and long-term vision to craft a personalized financial strategy. From retirement planning to wealth management, we're committed to helping you build confidence in every financial decision you make. Reach out and take the first step toward a more secure financial future.

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