Guiding Your Financial Future with Confidence

Waznik Heike Group, LLC

 

At Waznik Heike Group, we help individuals, families, and businesses in Menomonie, Wisconsin, and beyond achieve financial confidence through comprehensive financial planning, investment advice, and wealth management strategies. Our team of experienced financial planners is dedicated to providing tailored solutions that align with your financial goals. Whether you’re preparing for retirement, growing your investments, or protecting your legacy, our advisors are here to guide you every step of the way.  


Your Financial Future, Our Priority

Navigating financial decisions can feel overwhelming. That’s why we offer personalized financial advice designed to simplify complex choices and empower you with knowledge. Our approach integrates retirement planning, investment management, and insurance solutions to help you build lasting financial security.

Why Clients Choose Us for Their Financial Planning


  • Local Expertise, National Strategies – Based in Menomonie, Wisconsin, we combine hometown values with industry-leading financial strategies.
  • Tailored Investment Advice – No two financial situations are the same. We customize your investment portfolio based on your unique goals and risk tolerance.
  • Insurance Solutions for Protection – From life insurance to long-term care planning, we ensure you and your loved ones are covered.
  • A Client-First Approach – Your success is our mission. We take the time to understand your needs and adjust strategies as your life evolves.

Our Approach to Financial Planning & Wealth Management


Step 1: We get started by getting to know YOU. Your financial situation, aspirations, and concerns. Whether you're focused on investment growth, retirement planning, or legacy preservation, we tailor our advice to your needs.


Step 2: Using our expertise and innovative resources, we develop a custom strategy that aligns with your goals.


Step 3: Once your plan is in place, we help you take action. Our team of financial advisors provides hand-on guidance in investment management, portfolio adjustments, and risk mitigation to keep you on track.


Step 4: Financial planning is not a one-time event. It is an evolving process. We continuously review your plan, making adjustments as needed to align with market changes, life transitions, and new opportunities.

Professional headshot of Brad Waznik, a trusted financial advisor and founding partner at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, business planning, business advisor, financial planning, financial advisor. Financial Advisor located in Menomonie, Wisconsin, United States.

Brad Waznik

Partner 
Professional headshot of John R. Heike, a trusted financial advisor and founding partner at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, business planning, business advisor, financial planning, financial advisor. Financial Advisor located in Menomonie, Wisconsin, United States.

John Heike

Partner

CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®
Professional headshot of Jon Storing, a trusted financial advisor at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, financial planning, financial advisor. Financial Advisor located in Menomonie, Wisconsin, United States.

Jon Storing

Financial Advisor
Professional headshot of Kyle Thorpe a trusted financial advisor at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, insurance planning, insurance advisor, financial planning, financial advisor. Financial Advisor located in Menomonie, Wisconsin, United States.

Kyle Thorpe

Financial Advisor
Professional headshot of Tyler Schroyer a trusted financial advisor at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, business planning, business advisor, financial planning, financial advisor. Financial Advisor located in Durand, Wisconsin, United States.
Professional headshot of Coltin Brehm a trusted financial advisor at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, estate planning, estate advisor, estate strategy, insurance planning, insurance advisor, financial planning, financial advisor. Financial Advisor located in Menomonie, Wisconsin, United States.
Professional headshot ofBrad Cain a trusted Insurance Associate at Waznik Heike Group, specializing in retirement planning, investment portfolio management, tax strategies, investment management, investment strategy, Insurance planning, insurance advisor, financial planning, financial advisor. Financial Advisor located in Menomonie, Wisconsin, United States.
Professional headshot of Jerry Hagman, a trusted financial advisor at Waznik Heike Group, specializing in retirement planning, tax strategies, investment management, investment strategy, financial planning, financial advisor. Financial Advisor located in Superior, Wisconsin, United States.
View more

WAZNIK HEIKE GROUP

Financial Advisors

Our financial advisors bring a wealth of knowledge and experience to help you make informed decisions about your finances. We conduct thorough institutional and portfolio research to identify opportunities that align with your risk tolerance and financial objectives. Whether you're a seasoned investor or just starting, our advisors provide the insights and strategies you need to help grow your wealth.

Request Consultation