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Our Advisors

Who We Are

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Brad Waznik

Partner

Retirement Planning, Portfolio Management, Business Planning

715-231-8800

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John Heike CFP®,ChFC®, CLU®,CASL®,CAP®,RICP®

Partner

Retirement Planning, Portfolio Management, Business Planning

715-231-8800

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Kyle Thorpe

Financial Advisor

Retirement Planning, Portfolio Management, Life Insurance Planning

715-231-8800

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Jon Storing

Financial Advisor

Retirement Planning, Portfolio Management

715-231-8800

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Tyler Schroyer

Financial Advisor

Retirement Planning

715-231-8800

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Coltin Brehm

Financial Representative

Retirement Planning, Business Planning, Estate Planning

715-231-8800

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Bryan LaVoy

Financial Advisor

Financial Planning

715-231-8800

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Jerry Hagman

Financial Advisor

Financial Planning

715-736-4111

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Brad Cain

Insurance Associate

Life Insurance Planning

715-231-8800

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Menomonie, WI 54751

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