Advisor at Schamberger, Greylak & Utterback Wealth Management, LLC
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Firm
Schamberger, Greylak & Utterback Wealth Management, LLC
Location
La Crosse, WI 54601
Credentials
Series 66
Industry experience
25 years
Lawrence Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial LLC since 2010. Schamberger is involved in managing an independent investment advisory firm alongside his work at LPL Financial. Schamberger, Greylak & Utterback Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary asset management, financial planning, and ERISA plan consulting, using a combination of fundamental, quantitative, and manager-based investment approaches tailored to clients’ financial situations and risk tolerances.
Based on Schamberger, Greylak & Utterback Wealth Management, LLC
Based on Schamberger, Greylak & Utterback Wealth Management, LLC
Based on Schamberger, Greylak & Utterback Wealth Management, LLC
$200-$350 per hour depending on complexity
3143 State Road, Suite 101
La Crosse, WI 54601
Wisconsin
Schamberger, Greylak & Utterback Wealth Management, LLC
2022 - Present (4 years)
LPL Financial
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
La Crosse, WI
Analytical Investment Services
Series 66
Chicago, IL
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 66
La Crosse, WI
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 63, Series 65
Onalaska, WI
Fiduciary Financial Planning Network
Series 66
La Crosse, WI
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 63, Series 65
Onalaska, WI
Fiduciary Financial Planning Network
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