Investment adviser representative · Truewealth Financial Partners
Samuel Wisneski
CRD 7684934 · De Pere, WI
At a glance
Samuel Wisneski is an investment adviser representative with Truewealth Financial Partners in De Pere, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2023, about 2 years ago.
Current advisory firm
- Truewealth Financial PartnersSince May 2026De Pere, WI · $274M in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Samuel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Truewealth Financial Partners
- Kathryn R. KokengeBellevue · Certified Financial Planner, Chartered Financial Analyst
- Jamie M. LanglowBellevue
- Glenn M. RossmanPhoenix
- Patrick B. SeversonBellevue
Every advisor at Truewealth Financial Partners →Truewealth Financial Partners: assets, clients and custodians →Financial advisors in De Pere, WI →Advisor Moves: who changed firms this week →