LPL Financial Welcomes Waznik Heike Group

Core Insights - LPL Financial LLC has welcomed a team of 11 financial advisors from Waznik Heike Group, who bring approximately $750 million in advisory, brokerage, and retirement plan assets [1][2]. Group Overview - Waznik Heike Group is based in Menomonie, Wisconsin, and has additional offices in Durand, Superior, Eau Claire, and Rice Lake. The firm is led by partners Brad Waznik and John Heike, who have over 100 years of combined industry experience [2]. Client Engagement - The team emphasizes a strategic, personalized, and proactive approach to wealth management, focusing on helping clients, particularly those nearing or in retirement, to make informed financial decisions [3]. Partnership with LPL - The Waznik Heike Group chose to partner with LPL Financial to enhance their client offerings and experience, citing LPL's robust technology and back-office support as key factors in their decision [4]. LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and managing approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6].