Schamberger, Greylak & Utterback Wealth Management, LLC

Tristen Utterback is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience, including roles at LPL Financial and Northern Trust. Outside of his advisory work, he serves as a board member for HFS Chicago Scholars, an education enrichment program for high school students. Schamberger, Greylak & Utterback Wealth Management is an SEC-registered firm with five advisors managing approximately $236 million for over 600 clients. The firm offers discretionary asset management, financial planning, and ERISA plan consulting, using a tailored investment approach that includes quality, out-of-favor stocks and option strategies, alongside access to LPL Financial–sponsored programs.

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.

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.

Hudson Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at LPL Financial, Target, Chaseburg Cooperative, and ongoing involvement with Humfeld Farms. Schamberger, Greylak & Utterback Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and trusts with discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based investment approaches, integrating adviser oversight with digital advisory tools, and offers access to LPL-sponsored advisory programs and model portfolios.

David Utterback is a CFP® professional with 41 years of experience in the financial services industry. He is currently a principal at Schamberger, Greylak & Utterback Wealth Management, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 1990. 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 combination of fundamental, quantitative, and manager-based approaches tailored to clients’ financial situations and risk tolerances, and integrates adviser oversight with digital advisory tools.