Bradley Todd Waznik

Current Employers

Employment History

• 06/2004 → 01/2024
  Woodbury Financial
  Menomonie, WI
• 01/2024 → 04/2025
  Osaic Wealth, Inc.
  Rice Lake, WI
• 04/2025 → Present
  Lpl Financial Llc
  Menomonie, WI

Previous Registrations

• 2024-01-19 → 2025-05-02
  Osaic Wealth, Inc.
  Menomonie, WI
  Rice Lake, WI
  Superior, WI
• 2004-06-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Superior, WI
  Rice Lake, WI
  Menomonie, WI
  Rice Lake, WI
• 2000-02-09 → 2004-06-17
  Rbc Capital Markets, Llc
  Eau Claire, WI

Other Businesses

1 - 04/29/2025 - BODDA-B LLC - Real Estate Rental - Inv Related - Menomonie, WI - OBA Start Date: 06/28/2024 - 2 Hours/Month 2 - 04/29/2025 - Waznik Property Management - Real Estate Rental - Inv Related - WI 54751 - OBA Start Date: 06/01/2019. - 2 Hours/Month 3 - 04/29/2025 - QTA Quality Tax and Accounting - Business Entity For Tax Prep/Accounting/CPA - Inv Related - WI 54751 - OBA Start Date: 02/11/2021 - 1 Hour/Month 4 - 04/29/2025 - Waznik Heike Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). - Start date:- 05/01/2024 100 Hours/Month - 5 Hours During Trading 5 - 04/29/2025 - 394 Red Cedar St Menomonie, WI 54751 - Real Estate Rental - Inv Related - WI 54751 - OBA Start Date: 08/01/2021 - 1 Hour/Month 6 - 04/29/2025 - Waznik Moseler Group LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - WI 54751 - OBA Start Date: 06/14/2004. - 1 Hour/Month 7 - 06/26/2025 - TruNorth Tax and Accounting - Tax Prep/Accounting/CPA - Menomonie, WI - Inv Related - start date: 06/23/2025 - 5 Hours/Month - 5 Hours During Trading 8- 01/20/2026 - WHG Waznik Heike Group, LLC - Non-Variable Insurance - Owner/Agent - Investment Related - At Reported Business Location(s) -Start Date 05/01/2024 - 2 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-16
• S63 Uniform Securities Agent State Law Examination
  1987-09-25

Other Names

• Brad Waznik