Expert Retirement, Financial, Tax, and Insurance Planning Services.

Achieving financial security requires a well-rounded approach. Our expert team provides personalized solutions in retirement planning, financial planning, tax strategies, and insurance planning—helping you build a strong financial future with confidence.

Holistic Financial Advising

With a thorough analysis and goal setting session, we develop a research and experience backed strategy to help you achieve your financial goals. Our team of advisors will always work with your goals as the center focus.

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Retirement Planning

Planning for retirement isn’t just about saving—it’s about creating a strategy that supports your lifestyle and long-term goals. Our personalized retirement planning services help you navigate investments, income strategies, and financial security so you can retire with confidence and peace of mind.

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Tax Strategy

Effective tax planning isn’t just about reducing what you owe—it’s about maximizing your wealth and keeping more of what you earn. Our tailored tax strategies help you navigate deductions, credits, and long-term planning opportunities to optimize your financial future.

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Insurance

Solutions

We offer tailored insurance solutions to protect your financial future, including life, disability, and long-term care coverage. Our advisors help you navigate your options to ensure you and your loved ones are secure no matter what life brings.

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.
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WAZNIK HEIKE GROUP

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.

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