Thomas
Greylak
Schamberger, Greylak & Utterback Wealth Management, LLC
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About this Advisor
Thomas Greylak is a financial advisor based in La Crosse, Wisconsin, working with Schamberger, Greylak & Utterback Wealth Management, LLC. Thomas has previously held positions at Safeguard Properties, LLC, Lpl Financial LLC, and Schamberger, Greylak & Utterback Wealth Management, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Thomas is part of Schamberger, Greylak & Utterback Wealth Management, LLC, which operates out of La Crosse, Wisconsin. The firm has 1 office and 7 employees. The firm manages assets totaling $230.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Schamberger, Greylak & Utterback Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schamberger, Greylak & Utterback Wealth Management, LLC Brokerage Details
$230,448,519
7
971
$237,331
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Thomas Greylak Work History
Schamberger, Greylak & Utterback Wealth Management, LLC
Lpl Financial LLC
Safeguard Properties, LLC
Disclosures
Please visit the SEC profile of Thomas Greylak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schamberger, Greylak & Utterback Wealth Management, LLC
La Crosse, WI
La Crosse, WI
Chicago, IL
La Crosse, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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