MENOMONIE, WI, January 28, 2022 /24-7PressRelease/ -- John R. Heike has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Heike, the owner and founder of Heike Wealth Management, a financial management firm headquartered in Menomonie, Wisconsin, established his company in 2019. An expert in assisting high-level business owners, he and his small team of experts specialize in financial planning for both business owners and individuals, as well as taxation and distribution planning strategies in retirement.
A firm believer in the value of helping others, Mr. Heike is passionate about providing assistance to his clients. He also focuses on establishing new business relationships as he continuously grows his firm. Additionally, Mr. Heike works diligently to prioritize his own professional goals and looks forward to establishing a legacy through which his children can someday take over what he has worked to build.
An industry leader for nearly 15 years, Mr. Heike initially served as an investment advisory service consultant for Woodbury Financial Services between 2007 and 2011. He was subsequently acquired as an associate wealth manager advisor for Northwestern Mutual-Leverty Financial Group, where he garnered additional expertise over the next five years. In 2015, Mr. Heike formed his own company, H&K Holdings, as the chief executive officer for two years before serving as a financial advisor for Waznik Moseler Group LLC between 2016 and 2018.
Mr. Heike holds stock in Duran Rod and Gun Club in Durand, Wisconsin. Established in 1925, the organization is situated on 13 acres of land, features various trapshooting events for league members and hosts numerous annual private events at its banquet hall. Engaged in numerous civic activities, Mr. Heike is a mentor for the Carlson School of Management, a pastoral councilor and school board committee member of his local Catholic school, and a treasurer of the board of executives for Downtown Menomonie. He also coaches a junior baseball team. Mr. Heike formerly spent three years on the bord of the United Way of Saint Croix Valley.
Mr. Heike received a Bachelor of Science in finance at the Carlson School of Management at the University of Minnesota in 2008. Well qualified, he also holds numerous certifications in his field, including as a retirement income certified professional, a chartered advisor in philanthropy, a chartered advisor for senior living, a chartered financial consultant and a chartered life underwriter through the American College. Mr. Heike is also a certified financial planner through the CFP Board of Standards.
In 2017, Mr. Heike was honored to be selected as an Eagle's Circle Member by Woodbury Financial Services.
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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