Advisor at Schamberger, Greylak & Utterback Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schamberger, Greylak & Utterback Wealth Management, LLC
Location
La Crosse, WI 54601
Credentials
Series 66
Industry experience
12 years
Thomas Greylak is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial LLC since 2013 and joined his current firm in 2022. Outside of his advisory work, he is involved with GreyFox Farm Shop, a farming business in Trempealeau, WI. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a mix of fundamental, quantitative, and manager-based investment approaches, combining adviser oversight with digital advisory tools and offering access to LPL-sponsored programs and model portfolios.
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
Minnesota · Wisconsin
Schamberger, Greylak & Utterback Wealth Management, LLC
2022 - Present (4 years)
LPL Financial
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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 63, Series 65
Onalaska, WI
Fiduciary Financial Planning Network
Series 66
La Crosse, WI
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")