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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Waznik Heike Group

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Menomonie, WI
Waznik Heike Group

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We're passionate about helping individuals and businesses achieve their personal and financial goals. Member FINRA & SIPC (www.finra.org, www.sipc.org).

Waznik Heike Group, LLC provides financial planning, investment advising, retirement planning, and insurance assistance from our office in Menomonie, WI. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/20/2026

Your financial plan is only as strong as the decisions connecting it.

A change in one area can create opportunities, or unintended consequences in another.

Jon Storing, CFP® explores 4 areas to review before year-end

Read more: https://www.whgfinancial.com/blog/year-end-four-financial-planning-areas-worth-closer-look

10/09/2026

Before the year comes to a close, it may be worth taking another look at a few important areas of your financial plan.

In the latest Advisor Insights article, Jon Storing, CFP® highlights four areas that may deserve attention.
https://www.whgfinancial.com/blog/year-end-four-financial-planning-areas-worth-closer-look

10/07/2026

Your life changes. Your financial plan should keep up.

Beneficiary designations are easy to overlook, and easy to leave unchanged for years.

Jon Storing, CFP® explores this and other areas worth reviewing before the end of the year.

Read the full article :
https://www.whgfinancial.com/blog/year-end-four-financial-planning-areas-worth-closer-look

10/05/2026

Here is a look back at where 2919 started and where we are today.

There's a lot that happened between the "before and after".

Long before the landscaping was finished, offices were furnished, and everything had found its place, our team spent time rolling up our sleeves and working right alongside one another to bring this space to life.

Landscaping, cleaning, moving, painting, organizing.. Little by little, the building started to feel less like a project and more like our home.

A great amount of hard work went into creating a space we are proud to welcome our clients, team, and community into everyday.

10/01/2026

We are thrilled to recognize advisor Jon Storing for earning the Certified Financial Planner certification.

Achieving the CFP® reflects a significant commitment to education, experience, examination, and the standards that come with serving clients as a financial planning professional.

Waznik Heike Group is proud of the work Jon has put in to reach this milestone, and excited to see him continue bringing that knowledge to the families and individuals we serve.

Please join us in congratulating Jon!

09/23/2026

When team alignment becomes too literal..

Apparently the WHG dress code was very specific today.

09/17/2026

One year at 2919!
On Monday, we celebrated our first anniversary of our Menomonie office with our team, TruNorth Tax & Accounting , Mediqwest , the Menomonie Area Chamber & Visitor Center, friends, and members of our community.

Over the past year, we have been fortunate to share 2919 with Mediqwest and TruNorth Tax & Accounting while creating a place for our teams, clients, and community.

Thank you to everyone who helped us celebrate and for the support we have received throughout our first year.

We are proud to call 2919 Schneider Ave SE home, and even more excited for year two!

09/14/2026

Tomorrow is the day! 🎉

Join us as we celebrate one year at our Menomonie office with a ribbon cutting at 2919 Schneider Ave SE

🗓️09/14/2026
⏰2:00pm
📍2919 Schneider Ave SE, Menomonie, WI 54751

We are excited to celebrate this milestone alongside TruNorth Tax & Accounting and Mediqwest

We hope to see you there ✂️

09/11/2026

Today, we pause to remember the lives lost on September 11th, 2001 and to honor the courage of the first responders, service members, families, and communities forever impacted.

Twenty-five years, we remember. We honor. We will never forget.

Address

2919 Schneider Avenue SE
Menomonie, WI
54751

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+17152318800

Website

http://whgfinancial.com/

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