Thomas Greylak
CRD Number: 6160576Current Firm: Schamberger, Greylak & Utterback Wealth Management, LLC
Thomas Greylak (CRD# 6160576) is an Investment Advisor Representative working at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI and has over 9 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schamberger, Greylak & Utterback Wealth Management, LLC | Lacrosse, WI | Mar 2022 - Current | 2 |
| Lpl Financial LLC | La Crosse, WI | Feb 2013 - Current | 11 |
| Safeguard Properties, LLC | La Crosse, WI | Sep 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- MN
- WI
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$237,331
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, MN, WI
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