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David Kent Utterback

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC·LA CROSSE, Wisconsin
Unclaimed Profile
3143 STATE ROAD, LA CROSSE, WI 54601CRD# 1250772Firm CRD# 319298
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About

David Kent Utterback is a registered financial advisor based in LA CROSSE, Wisconsin, affiliated with SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
AUM
$230M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1250772
Firm CRD# 319298
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Kent Utterback offer?
David Kent Utterback specializes in Financial Planning, Investment Management. Contact their office in LA CROSSE, Wisconsin for a consultation.
What are David Kent Utterback's credentials?
David Kent Utterback is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kent Utterback located?
David Kent Utterback is based in LA CROSSE, Wisconsin, working with SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC. Their office serves clients in the LA CROSSE metropolitan area and surrounding communities.
How does David Kent Utterback charge for services?
David Kent Utterback's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC?
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LA CROSSE
Roger Dale Deets — ADVISORS MANAGEMENT GROUP INCJulie Lucille Deets — ADVISORS MANAGEMENT GROUP INCLawrence Edward Schamberger — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLCThomas Andrew Greylak — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLCJennifer Nicole Deets — ADVISORS MANAGEMENT GROUP INC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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