CRD: 319298
Schamberger, Greylak & Utterback Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Goldman Sachs ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2022
- Office Locations
- 2
Office Locations
About Schamberger, Greylak & Utterback Wealth Management, LLC
Schamberger, Greylak & Utterback Wealth Management is an SEC-registered RIA with independent advisors in La Crosse, WI delivering personalized, fee-based advisory services. The team uses an open-architecture approach across stocks, mutual funds, annuities, and insurance, emphasizing fiduciary alignment over proprietary sales quotas. Practices are supported by LPL Financial for research, compliance, and technology.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS ANDREW GREYLAK
Financial Advisor
- CRD
- #6160576
- Ownership
- 25% but less than 50%
LAWRENCE EDWARD SCHAMBERGER
Financial Advisor
- CRD
- #4318013
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
HUDSON JOHN SCHAMBERGER
--
- CRD
- #7375094
Tristen Utterback
--
- CRD
- #6745720
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,437,421 | $262,126 |
| Non-Discretionary | $0 | -- |
| Total | $236,437,421 | $262,126 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing