SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD #319298 SEC #801-124799 LA CROSSE, WI 608-784-9100
SEC Registered
Total AUM
$272.4M
Discretionary
$272.4M
Employees
7
Clients
10
Accounts
1,178
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (3)
IL MN WI
Address
3143 STATE ROADSUITE 101
LA CROSSE, WI 54601
United States
Phone: 608-784-9100