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Scott D Wisniewski

Wisniewski Wealth Management

Dallas, TX

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Current Employers
Wisniewski Wealth Management

5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-10-06
  • TX RA
    APPROVED
    Since 2009-10-06

Branch Locations

5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wisniewski Wealth Management Llc Dallas TX 05/2009 Present
  • 05/2009 → Present
    Wisniewski Wealth Management Llc
    Dallas, TX
Other Businesses

(1) ARIANNA INSURANCE ADVISORS LLC; NOT INVESTMENT-RELATED; 12036 TAVEL CIRCLE, DALLAS, TX 75230; LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE; Founder & CEO; 08/2012; approximately 15% of monthly time; GIVE SECOND OPINIONS TO CLIENTS ON THEIR INSURANCE. GET QUOTES AND COMMUNICATE FINDINGS WITH CLIENT. (2) ARIANNA TAX ADVISORS LLC; not investment-related; 12036 Tavel Circle, Dallas, TX 75230; tax-related advice to clients; Founder & CEO; approximately 15% of monthly time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-24
  • S65 Uniform Investment Adviser Law Examination
    2009-08-24

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