Samuel Wisneski
Advisor at TrueWealth Financial Partners — De Pere, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
De Pere, WI
TrueWealth Financial Partners
Team
Sam Wisneski is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and began his career there as a Financial Representative in 2023. In his current role, Sam and his team focus on understanding clients' priorities to provide tailored financial support, including creating financial roadmaps and offering perspectives on existing strategies.
Outside of his professional responsibilities, Sam enjoys playing golf and pickleball. He also spends time visiting family in Green Bay.
Financial planning fixed fees range from $1,000 to $4,000
up to 2.00% annually
$150 to $350 per hour for consulting services
Account minimum: $500,000 Fee-only: Hourly Fee: $150 to $350; Fixed Fee: $1,000 to $4,000 for financial planning services
De Pere, WI
De Pere WI
Advisors at this office
1
Washington · Wisconsin
3 years of industry experience
TrueWealth Financial Partners
2026 - Present • 1 year
Bellevue, WA
Fidelity Investments
2024 - 2026 • 2 years
Boston, MA
Fidelity Investments LLC
2023 - 2024 • 1 year
Tukwila, WA
Wisneski Auto Sales, Inc
2020 - 2022 • 2 years
Green Bay, WI
Bruker Alicona
2020 - 2020 • 1 year
Itasca, IL
Wisneski Auto Sales, Inc
2017 - 2020 • 3 years
Green Bay, WI
Marathon Petroleum
2017 - 2017 • 1 year
Texas City, TX
Wisneski Auto Sales, Inc
2015 - 2017 • 2 years
Green Bay, WI
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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