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Thomas Andrew Greylak

Investment adviser representative at Schamberger, Greylak & Utterback Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$236.4MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Schamberger, Greylak & Utterback Wealth Management, LLCMar 2022 to now
  2. LPL Financial LLCFeb 2013 to now

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (MN, WI).

Schamberger, Greylak & Utterback Wealth Management, LLC

$236.4MAssets managed
628Clients
5Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6160576
Firm CRD
319298
Advisor's SEC record (opens in a new tab)
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