John Heike, financial advisor Menomonie WI

John Heike

CRD Number: 5426122
Current Firm: Osaic Wealth, Inc.

John Heike (CRD# 5426122) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 15 years of experience in the finance industry. John Heike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Durand, WI Jan 2024 - Current < 1
Woodbury Financial Services Inc. Menomonie, WI Aug 2016 - Jan 2024 7
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2011 - Aug 2016 5
Northwestern Mutual Investment Services, LLC Hudson, WI Jun 2011 - Aug 2016 5
Michael Leverty Hudson, WI Jun 2011 - Jul 2016 5
Northwestern Mutual Investment Services, LLC Hudson, WI Jul 2011 - Mar 2016 4
Heike Pharmacy Durand, WI Sep 2003 - Nov 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for John R. Heike
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • MN
  • ND
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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