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SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
LA CROSSE, Wisconsin
·
3 registered advisors
·
CRD# 319298
SEC# 801-124799
2
608-784-9100
01
Firm Overview
AUM
$230M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
3 registered advisors
David Kent Utterback
LA CROSSE, Wisconsin
CRD# 1250772
Lawrence Edward Schamberger
LA CROSSE, Wisconsin
CRD# 4318013
Thomas Andrew Greylak
LA CROSSE, Wisconsin
CRD# 6160576
05
Office Locations
LA CROSSE, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC (CRD# 319298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.