AdvisorOS Directory
Claim Profile
Unclaimed Profile
LS

Lawrence Edward Schamberger

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC·LA CROSSE, Wisconsin
Clean recordSCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
3143 STATE ROAD, LA CROSSE, WI 54601CRD# 4318013Firm CRD# 319298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Edward Schamberger · LA CROSSE, WI
Registration
CRD #4318013 · SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Edward Schamberger 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Lawrence

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lawrence is the right fit? Take our 2-minute quiz →

03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4318013
Firm CRD# 319298
View on FINRA BrokerCheck →

Looking for a financial advisor in LA CROSSE?

Browse all registered financial advisors in LA CROSSE, Wisconsin or claim this profile if it's yours.

Browse LA CROSSE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lawrence Edward Schamberger offer?
Lawrence Edward Schamberger specializes in Financial Planning, Investment Management. Contact their office in LA CROSSE, Wisconsin for a consultation.
What are Lawrence Edward Schamberger's credentials?
Lawrence Edward Schamberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Edward Schamberger located?
Lawrence Edward Schamberger 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 Lawrence Edward Schamberger charge for services?
Lawrence Edward Schamberger'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

David Kent Utterback
LA CROSSE, WI
Thomas Andrew Greylak
LA CROSSE, WI

More Advisors in LA CROSSE, Wisconsin

August Weber
IDEA FUND VENTURE MANAGEMENT, LLC·LA CROSSE, WI
Roxanne Weber
IDEA FUND VENTURE MANAGEMENT, LLC·LA CROSSE, WI
Donald Weber
IDEA FUND VENTURE MANAGEMENT, LLC·LA CROSSE, WI
Jonathon Horne
IDEA FUND VENTURE MANAGEMENT, LLC·LA CROSSE, WI
Julie Lucille Deets
ADVISORS MANAGEMENT GROUP INC·LA CROSSE, WI
Nicholas Weber
IDEA FUND VENTURE MANAGEMENT, LLC·LA CROSSE, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile