LPL Financial (LPLA) announced that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. They reported serving approximately $750M in advisory, brokerage and retirement plan assets and join LPL from Osaic. Headquartered in Menomonie, Wis., with additional offices in Durand, Superior, Eau Claire and Rice Lake, the firm is led by partners Brad Waznik and John Heike, who worked together for years before teaming back up in 2024 to form their own practice. Together, the team, who have more than 100 years of combined industry experience, takes a strategic, personalized and proactive approach to wealth management using experienced advice and tailored strategies to help guide their clients towards a more secure fiscal future.
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