Thomas Greylak, financial advisor La Crosse WI
88 score

Thomas Greylak

CRD Number: 6160576
Current Firm: Lpl Financial LLC

Thomas Greylak (CRD# 6160576) is an Investment Advisor Representative working at Lpl Financial LLC in La Crosse, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC La Crosse, WI Feb 2013 - Current 3
Safeguard Properties, LLC La Crosse, WI Sep 2012 - Feb 2015 2
Gale-ettrick-trempealeau School District Galesville, WI Sep 2011 - Jan 2014 2
Tom's Tent Rentals La Crosse, WI Apr 2007 - Oct 2012 5
Skipperliner Industries La Crosse, WI Mar 2007 - Sep 2011 4
Kwik Trip Inc. La Crosse, WI Mar 2004 - May 2009 5
Paine Art Center And Gardens Oshkosh, WI Sep 2007 - Sep 2008 1
Uw-oshkosh Oshkosh, WI Sep 2002 - Dec 2007 5
Double-up Trucking Oshkosh, WI Feb 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Thomas A. Greylak
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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