Brad Waznik
Bradley T. Waznik is a Financial Advisor and Partner at Waznik Heike Group, bringing nearly four decades of experience in the financial services industry. Serving 38 years in the profession, including 30 years as a financial advisor and more than two decades as a partner in a financial services firm. Brad has built his career around long-term relationships, disciplined planning, and a deep commitment to the communities he serves.
In his day-to-day work, Brad focuses on helping clients navigate complex financial decisions with clarity and confidence. His expertise spans retirement planning, investment management, and comprehensive financial strategy. Clients rely on Brad for thoughtful guidance, steady leadership, and a practical perspective that keeps their long-term goals at the center of every conversation.
Brad believes that successful financial planning begins with trust. His approach is grounded in listening first, understanding each client’s priorities, values, and vision for the future. Building strategies that are both personalized and adaptable. He strives to create a client experience where individuals feel informed, supported, and empowered in their financial decisions. After working with Brad, clients often describe feeling a renewed sense of clarity and confidence about their path forward.
Beyond his professional role, Brad is deeply committed to philanthropy and community involvement throughout the Menomonie and Birchwood areas. He actively supports numerous nonprofit organizations and community initiatives, reflecting his belief that strong communities are built through service and shared investment in one another. This dedication to giving back is a core part of his identity and mirrors the values he brings to his work with clients.
What Brad finds most rewarding about his career is the opportunity to make a meaningful difference in people’s lives. Helping families plan for milestones, protect what they have built, and pursue the future they envision. He is proud to be part of a firm that prioritizes relationships, integrity, and community impact. Brad Waznik considers it a privilege to serve clients and communities across generations.
