Heike Wealth Management
320 Main Street Menomonie, WI 54751
715-235-7575
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- Fax: 715-235-4500
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website http://www.heikewealth.com
Hours of Operation
- M-F 8am-5pm
- Sa-Su Closed
- (Saturdays and Sundays by appointment)
Services
- Account Establishment
- Comprehensive Global Asset Allocation
- Online Account Aggregation
- Insurance Analysis
- Income Distribution Analysis
- Concentrated Stock Position Strategies
- Portfolio Rebalancing & Review
About Heike Wealth Management
John is the owner of Heike Wealth Management. John started in the financial services industry in 2007 as an intern with Woodbury Financial Services. After working for the Woodbury Financial Services home office, he joined the Leverty Financial Group in Hudson, WI, as an Associate Wealth Management Advisor. After several years with Northwestern Mutual-Leverty Financial Group, John returned to the area where he was raised to start his own practice. John specializes in personal financial planning, planning for business owners, and designing tax and distribution planning strategies in retirement.
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Phone: 715-235-7575 http://www.heikewealth.com
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