John Heike CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®
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. John graduated from the University of Minnesota-Carlson School of Management with a B.S degree in finance.
John received his Certified Financial Planner designation in 2011 and went on to receive several other designations specializing in life insurance planning, retirement income strategies, and planning for seniors. He is passionate about helping others and providing value for clients through the financial planning process.
John resides in Menomonie with his wife, Brittany, and 3 children: Olivia, Andrew, and Allie.