Samuel Wisneski

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

De Pere, WI

Credentials

Series 66

Industry experience

3 years

About

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.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments LLC

2023 - Present (3 years)

Wisneski Auto Sales, Inc

2020 - 2022 (2 years)

Bruker Alicona

2020 - 2020 (1 year)

Wisneski Auto Sales, Inc

2017 - 2020 (3 years)

Marathon Petroleum

2017 - 2017 (1 year)

Wisneski Auto Sales, Inc

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James G

Series 63

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management

Mark Z

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner

Melissa H

Series 66

Kaukauna, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Real estate investing Founder/Business Owner Executive Religious/faith focused

Ilya D

Series 66

Green Bay, WI

Merrill

Ilya Dayter is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Green Bay, Wisconsin. He provides wealth management services to a diverse clientele, including business owners, entrepreneurs, corporate executives, and individual investors across the country. Ilya’s practice emphasizes a comprehensive approach, working closely with clients and their professional advisors to integrate areas such as employee benefits, trust and wealth transfer planning, and exit strategies. Prior to his financial services career, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles involving coalition coordination and infrastructure development partnerships. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ilya earned a bachelor’s degree from Chapman University and is fluent in English and Russian. Beyond his professional role, Ilya is involved in several community and veteran organizations. He serves on the Village of Howard Police and Fire Commission and has been active with the Bank of America Military Support & Assistance Group, the Northeast Wisconsin Veterans Alliance, Freedom House, and the Howard Suamico Business Professional Association, where he previously served as president. He resides in Green Bay with his family and enjoys activities such as traveling, gardening, golf, tennis, scuba diving, skiing, and spending time with his family.

Wealth management Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals Sandwich Generation Immigrants

Justus H

Series 66

Green Bay, WI

Merrill

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on aligning client goals with suitable financial strategies and conducts due diligence on the team’s investment strategies and portfolios. His client services encompass areas such as endowments, foundations, non-profits, defined contribution plans, legacy and LGBT wealth planning, retirement income, tax minimization, and socially responsible investing. Justus began his financial services career in 2003 at a Fortune 100 company as an Investment Analyst specializing in corporate bonds. He holds the Chartered Financial Analyst® (CFA®) designation earned in 2006, as well as additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of work, Justus enjoys cooking, football, music, reading, and traveling with his wife Katie and their two sons. He serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. Justus was recognized as a member of the RH Group Wealth Management team on the Forbes “Best-in-State Wealth Management Teams” list in 2023, 2024, and 2025.

Wealth management Retirement income strategy Retirement withdrawal strategies Social Security optimization ESG / Sustainable investing LGBTQIA Values-based investing

Keith N

Series 66

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")