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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Heike is a financial advisor with over 15 years of experience in the industry. John has worked with Osaic Wealth, Inc. since January 2024. Prior to joining Osaic Wealth, Inc., John was a financial advisor at Woodbury Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. John specializes in financial planning, insurance sales, and portfolio management for individuals and businesses. John has a strong commitment to providing personalized financial advice and helping clients reach their financial goals. John holds the Series 66, Series 24, Series 7, and SIE licenses. John is also a Certified Financial Planner and a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (MENOMONIE WI)
WI
08/01/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MENOMONIE WI)
WI
07/13/2011 - 08/04/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)
MN
11/12/2008 - 06/06/2011
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
BOTH
Issued 01/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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