Advisor at Schamberger, Greylak & Utterback Wealth Management, LLC
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Firm
Schamberger, Greylak & Utterback Wealth Management, LLC
Location
Chicago, IL
Credentials
Series 66
Industry experience
2 years
Tristen Utterback is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining SGU Wealth, Tristen worked at LPL Financial, Northern Trust, Citigroup, and Raymond James Financial. Outside of advisory services, Tristen serves as a board member for the HFS Chicago Scholars education enrichment program for high school students. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm tailors portfolios using a combination of fundamental, quantitative, and manager-based approaches, and integrates adviser oversight with digital tools while also providing access to LPL-sponsored advisory programs.
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
Chicago, IL
Illinois · Wisconsin
Schamberger, Greylak & Utterback Wealth Management, LLC
2024 - Present (2 years)
LPL Financial
2023 - Present (3 years)
University of Chicago
2019 - 2023 (4 years)
Northern Trust
2019 - 2023 (4 years)
Citigroup
2017 - 2019 (2 years)
Raymond James Financial
2017 - 2017 (1 year)
College Nannies Sitters and Tutors
2016 - 2016 (1 year)
Rooms to Go
2016 - 2016 (1 year)
USF Federal Credit Union
2015 - 2017 (2 years)
University of South Florida
2014 - 2017 (3 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
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 66
La Crosse, WI
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 63, Series 65
Onalaska, WI
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