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Samuel Wisneski

Truewealth Financial Partners

Bellevue, WA

De Pere, WI

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Current Employers
Truewealth Financial Partners

11400 Se 8Th Street Suite 225, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-05
WI RA APPROVED 2026-05-05
  • WA RA
    APPROVED
    Since 2026-05-05
  • WI RA
    APPROVED
    Since 2026-05-05

Branch Locations

11400 Se 8Th Street Suite 225, Bellevue, WA 98004 • United States

De Pere, WI • 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
Fidelity Investments Llc Tukwila WA 01/2023 07/2024
Wisneski Auto Sales, Inc Green Bay WI 06/2020 12/2022
Bruker Alicona Itasca IL 01/2020 06/2020
Wisneski Auto Sales, Inc Green Bay WI 12/2017 01/2020
Marathon Petroleum Texas City TX 08/2017 12/2017
Wisneski Auto Sales, Inc Green Bay WI 06/2015 08/2017
Fidelity Investments Boston MA 07/2024 03/2026
Truewealth Financial Partners Bellevue WA 04/2026 Present
  • 01/2023 → 07/2024
    Fidelity Investments Llc
    Tukwila, WA
  • 06/2020 → 12/2022
    Wisneski Auto Sales, Inc
    Green Bay, WI
  • 01/2020 → 06/2020
    Bruker Alicona
    Itasca, IL
  • 12/2017 → 01/2020
    Wisneski Auto Sales, Inc
    Green Bay, WI
  • 08/2017 → 12/2017
    Marathon Petroleum
    Texas City, TX
  • 06/2015 → 08/2017
    Wisneski Auto Sales, Inc
    Green Bay, WI
  • 07/2024 → 03/2026
    Fidelity Investments
    Boston, MA
  • 04/2026 → Present
    Truewealth Financial Partners
    Bellevue, WA
Previous Registrations
  • 2025-03-31 → 2026-04-02
    Strategic Advisers Llc
    Madison, WI
    Green Bay, WI
    Middleton, WI
    Middleton, WI
    De Pere, WI
    Boston, MA
  • 2023-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WI
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2023-03-20
Other Names
  • Sam Wisneski
  • Samuel Leonard Wisneski

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC

Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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