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David Kent Utterback

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC·LA CROSSE, Wisconsin
SIE, Series 6, Series 22, Series 26, Series 63, Series 65CFPClean record30 years registeredSCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
3143 STATE ROAD, LA CROSSE, WI 54601CRD# 1250772Firm CRD# 319298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Kent Utterback · LA CROSSE, WI
Registration
CRD #1250772 · SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
May 2022 – present
LPL FINANCIAL LLC
Jan 1996 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 26
Series 63
Series 65
Registration record
First registered · January 24, 1996
Years registered · 30
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298 · SEC 801-124799
AUM
$230M
Regulatory assets under management
Employees
7
971 client accounts
Services offered by SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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