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Thomas Andrew Greylak

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC·LA CROSSE, Wisconsin
SIE, Series 7, Series 66Clean record12 years registeredSCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
3143 STATE ROAD, LA CROSSE, WI 54601CRD# 6160576Firm CRD# 319298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Andrew Greylak · LA CROSSE, WI
Registration
CRD #6160576 · SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
May 2022 – present
LPL FINANCIAL LLC
Aug 2022 – Sep 2022
WINONA, MN
LPL FINANCIAL LLC
May 2014 – Jul 2022
WINONA, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 28, 2014
Years registered · 12
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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05

Frequently Asked Questions

What services does Thomas Andrew Greylak offer?
Thomas Andrew Greylak specializes in Financial Planning, Investment Management. Contact their office in LA CROSSE, Wisconsin for a consultation.
What are Thomas Andrew Greylak's credentials?
Thomas Andrew Greylak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Andrew Greylak located?
Thomas Andrew Greylak 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 Thomas Andrew Greylak charge for services?
Thomas Andrew Greylak'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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David Kent Utterback
LA CROSSE, WI
CFP
Lawrence Edward Schamberger
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