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La Crosse, WI Office

Team
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Schamberger, Greylak & Utterback Wealth Management, LLC logo

Schamberger, Greylak & Utterback Wealth Management, LLC

Team

Firm-wide stats for Schamberger, Greylak & Utterback Wealth Management, LLC

Total advisors

5

Across 2 offices

Clients per advisor

124 Very High

Avg AUM per client

$367,348 Very Low

HNW client ratio

30% Typical

About

Schamberger, Greylak & Utterback Wealth Management, LLC (SGU Wealth) is an SEC‑registered advisory firm with five advisors managing roughly $236 million for about 622 clients. The firm provides discretionary asset management, financial planning, ERISA plan consulting, and access to LPL Financial–sponsored programs (OMP, MWP, GWP) for individuals, pension and profit‑sharing plans, charitable organizations, and trusts.

SGU Wealth tailors portfolios to each client’s objectives and risk tolerance, conducting at least semi‑annual reviews and using third‑party managers, mutual funds, ETFs, and direct equity and fixed‑income holdings. Its investment approach emphasizes buying quality, out‑of‑favor stocks using metrics such as book value, cash flow, low debt and insider ownership, and the firm may employ option strategies (including covered calls) and hedging for concentrated positions; it also offers an advisor‑enhanced robo option (GWP via FutureAdvisor) that includes algorithmic tax‑harvesting for eligible accounts.

Distinctive aspects of the firm include that several principals are registered representatives of LPL Financial and are licensed insurance agents, allowing SGU Wealth to offer LPL brokerage‑sponsored programs and commission or insurance‑based products in addition to fee‑based advice. The firm also provides formal ERISA 3(21) and discretionary 3(38) fiduciary plan services and refers clients to collateralized loan programs through Goldman Sachs Bank USA and The Bancorp Bank, combining plan‑level consulting with lending referral capabilities.

Based on Schamberger, Greylak & Utterback Wealth Management, LLC

Expertise

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Wealth management General retirement planning

Based on Schamberger, Greylak & Utterback Wealth Management, LLC

Occupation focus

Executive Founder/Business Owner

Based on Schamberger, Greylak & Utterback Wealth Management, LLC

Location

3143 State Road, Suite 101

La Crosse WI 54601

Advisors at this office

4

Advisors at this office

user avatar

Thomas G

Series 66

La Crosse, WI

Schamberger, Greylak & Utterback Wealth Management, LLC

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.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Wealth management General retirement planning Executive Founder/Business Owner
user avatar

Lawrence S

Series 66

La Crosse, WI

Schamberger, Greylak & Utterback Wealth Management, LLC

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.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Wealth management General retirement planning Executive Founder/Business Owner
user avatar

Hudson S

Series 66

La Crosse, WI

Schamberger, Greylak & Utterback Wealth Management, LLC

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.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Wealth management General retirement planning Executive Founder/Business Owner
user avatar

David U

CFP®, Series 63, Series 65

La Crosse, WI

Schamberger, Greylak & Utterback Wealth Management, LLC

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.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Wealth management General retirement planning Executive Founder/Business Owner
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