WMG WAZNIK MOSELER GROUP - Key Persons
Job Titles:
- Financial Advisor
- Owner of Waznik Moseler Group
Brad Waznik is the owner of Waznik Moseler Group, LLC which he founded with the vision of improving lives by offering great financial advice at a fair price.
With over 25 years of investment management experience, Brad is seasoned in individual portfolio design, financial planning, group qualified plan benefits and retirement distribution strategies. He graduated from the University of St. Thomas with a B.A. in finance. Brad believes in working with a network of professionals in the key areas of tax planning, legal counsel, banking and insurance is essential to financial success.
Brad and his wife, Marni, reside in Menomonie and have three children: Bryan, Dana and Brett. He is an active member of Lions Club International and has served on numerous non-profit boards.
Bryan has 15 years of experience in financial services with an emphasis on personal financial planning and retirement planning. Bryan graduated with a B. S. in industrial engineering from Iowa State University.
Bryan works to educate clients about their investments and retirement income plans and to implement purposeful investment strategies. He believes clients deserve options tailored to their specific goals and personal risk tolerances.
Bryan and his wife Debbie live in Menomonie and have two adult children: Andy and Daniel. He has held leadership positions in community organizations such as Rotary and is the event director for the Menomonie Gran Fondo, part of the North Star Bicycle Festival.
Jerry has over 25 years of experience in the world of finance and investment services. Specializing in 401(k) / pension rollovers, IRA transfers, business retirement plans, college savings plans, long-term care, life and disability insurance, as well as tax deferred annuities.
Jerry worked as a specialist and trader on the floor of the Chicago Stock Exchange and co-owned a trading broker/dealership based in the heart of the Chicago Financial district. He also owned a small business for several years specializing in antiques, artwork, and collectibles giving him a distinctive insight into business financial needs.
Jerry and his wife currently reside on Long Lake in Birchwood, WI, where they enjoy the outdoors, boating, and their wonderful relatives, friends and neighbors.
Jerry has over 20 years of experience in financial services. His primary focus is on wealth accumulation and distribution strategies with an emphasis on providing a level of service that investors expect and deserve. Jerry helps clients manage risk through life insurance and disability planning. He is experienced in qualified retirement plan design and business continuation strategies for small business. Jerry is very knowledgeable in helping people plan for retirement, design income strategies and create their legacies.
Jerry resides in Superior with his wife, Bernadine. They have 2 children, Stephanie and Paul, both graduates of the University of Minnesota-Duluth. He has served 2 terms as a county 4-H board member.