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Lawrence Edward Schamberger

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC·LA CROSSE, Wisconsin
SIE, Series 7, Series 24, Series 66Clean record22 years registeredSCHAMBERGER, 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
May 2022 – present
LPL FINANCIAL LLC
Aug 2010 – present
LPL FINANCIAL LLC
Aug 2022 – Sep 2022
LA CROSSE, WI
LPL FINANCIAL LLC
Jul 2010 – Jul 2022
LA CROSSE, WI
POEHLING CAPITAL MANAGEMENT, INC.
Oct 2008 – Aug 2010
LA CROSSE, WI
MIDWEST PROFESSIONAL PLANNERS, LTD.
May 2004 – Dec 2005
LACROSSE, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · May 7, 2004
Years registered · 22
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 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.
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Other Advisors at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

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

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