Susan Lee Wieneke

Current Employers

Employment History

• 08/2017 → 01/2021
  Oneamerica Securities
  Indianapolis, IN
• 11/2015 → Present
  Catholic Order Of Foresters
  Naperville, IL
• 03/2017 → 04/2021
  Holy Spirit Academy
  Monticello, MN
• 01/2021 → 12/2023
  Truadvice, Llc
  Sarasota, FL
• 03/2020 → Present
  Core Income Advisors
  Minneapolis, MN
• 12/2023 → 09/2025
  Bison Advisors
  Hartwell, GA
• 09/2025 → Present
  Retirement Key
  Maple Grove, MN
• 09/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 09/2025 → Present
  Simplicity Group
  Monticello, MN

Previous Registrations

• 2023-12-04 → 2025-09-22
  Bison Wealth, Llc
  Maple Grove, MN
  Atlanta, GA
• 2021-01-25 → 2023-12-04
  Truadvice Llc
  Maple Grove, MN
  Sarasota, FL
• 2018-06-28 → 2021-01-21
  Oneamerica Securities, Inc.
  Saint Louis Park, MN
  Indianapolis, IN

Other Businesses

Retirement Key; investment-related; 18755 81st Place, North Maple Grove, MN 55311; Owner/Insurance Sales; 09/01/2025,approximate number of hours/month you devote to the other business- 20,number of hours you devote to the other business during securities trading hours-20, Investment advisory services/insurance sales. Susan Lee Wieneke; investment-related; 18755 81st Place, North Maple Grove, MN 55311; Registered Insurance Agent; 09/01/2025,approximate number of hours/month you devote to the other business- 20,number of hours you devote to the other business during securities trading hours-20, Investment advisory services/insurance sales. Simplicity Group; not investment-related; 101 W. Broadway, Suite 100 Monticello, MN 55362; Insurance and Annuity agent; 09/08/2025,approximate number of hours/month you devote to the other business- 20,number of hours you devote to the other business during securities trading hours-20, Investment advisory services/insurance sales. Core Income Advisors; not investment-related; 5940 Golden Hills Drive Minneapolis, MN 55415; Independent Insurance Agent; 03/20/2020,approximate number of hours/month you devote to the other business- 20,number of hours you devote to the other business during securities trading hours-20, Commission based life insurance and annuity product sales. Catholic Order of Foresters ; not investment-related; 355 Shuman Blvd PO Box 3012 Naperville, IL 60566; Independent Insurance Agent; 03/20/2020,approximate number of hours/month you devote to the other business- 5,number of hours you devote to the other business during securities trading hours-5, Insurance and Annuity product sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-28

Other Names

• Susan Lee Wieneke
• Susan Wieneke
• Susan Lee Holmstrom